Filed January 30, 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 8-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 | $70,990 |
Form 5500 reported that benefits due were not provided when due.
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 | $213,227 | $101,523+110.0% | $141,162+51.1% | $77,787+174.1% |
| Participation rate | 96.3% | 77.4%+18.9pp | 82.5%+13.8pp | 73.2%+23.1pp |
| Annual return | 21.72% | 56.22%-34.5pp | 71.39%-49.7pp | 32.57%-10.9pp |
| Employer contribution / active EE | $2,926 | $3,341-12.4% | $4,735-38.2% | $2,504+16.8% |
| Participant deferral / active EE | $9,665 | $6,434+50.2% | $6,709+44.1% | $3,967+143.6% |
| Admin fee / account holder | $50 | $92-45.1% | $10,261-99.5% | $100-49.8% |