Filed February 28, 2011 (most recent of 3 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 | $417,879 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,272 | $88,581-8.3% | $74,183+9.6% | $65,292+24.5% |
| Participation rate | 73.0% | 86.2%-13.2pp | 76.6%-3.6pp | 72.4%+0.5pp |
| Annual return | 9.26% | 11.72%-2.5pp | 17.74%-8.5pp | 11.84%-2.6pp |
| Employer contribution / active EE | $2,488 | $3,021-17.6% | $2,370+5.0% | $2,302+8.1% |
| Participant deferral / active EE | $5,955 | $4,898+21.6% | $3,550+67.8% | $3,579+66.4% |
| Admin fee / account holder | $44 | $60-25.9% | $5,586-99.2% | $57-22.8% |