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 | $477,490 |
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 | $95,612 | $100,921-5.3% | $82,313+16.2% | $177,276-46.1% |
| Participation rate | 77.1% | 86.9%-9.8pp | 76.9%+0.2pp | 74.8%+2.3pp |
| Annual return | 17.72% | 20.33%-2.6pp | 25.88%-8.2pp | 21.25%-3.5pp |
| Employer contribution / active EE | $2,574 | $3,145-18.2% | $2,428+6.0% | $2,479+3.8% |
| Participant deferral / active EE | $6,223 | $5,192+19.9% | $3,706+67.9% | $3,881+60.4% |
| Admin fee / account holder | $61 | $64-5.5% | $5,608-98.9% | $154-60.6% |