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 | $76,708 |
TRUCKER HUSS1 year Service code 29 · EIN 94-3216063 | Legal | $12,249 |
Form 5500 reported that benefits due were not provided when due.
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 | $248,520 | $127,481+94.9% | $149,696+66.0% | $90,288+175.3% |
| Participation rate | 97.0% | 78.2%+18.8pp | 82.5%+14.5pp | 73.4%+23.7pp |
| Annual return | 16.58% | 57.78%-41.2pp | 276.60%-260.0pp | 53.97%-37.4pp |
| Employer contribution / active EE | $3,143 | $3,448-8.9% | $4,644-32.3% | $2,524+24.5% |
| Participant deferral / active EE | $10,534 | $6,975+51.0% | $6,842+54.0% | $4,232+148.9% |
| Admin fee / account holder | $63 | $152-58.8% | $9,309-99.3% | $114-45.2% |