Filed June 8, 2009 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,306 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,676 | $99,957-19.3% | $149,696-46.1% | $73,488+9.8% |
| Participation rate | 97.6% | 75.7%+21.9pp | 82.5%+15.2pp | 70.7%+27.0pp |
| Annual return | 15.40% | 53.87%-38.5pp | 276.60%-261.2pp | 28.51%-13.1pp |
| Employer contribution / active EE | $6,272 | $3,191+96.5% | $4,644+35.1% | $2,270+176.3% |
| Participant deferral / active EE | $6,524 | $6,073+7.4% | $6,842-4.6% | $3,740+74.5% |
| Admin fee / account holder | $4 | $551-99.3% | $9,309-100.0% | $513-99.2% |