Filed February 26, 2008 (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 | $1,036,624 |
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 | $52,145 | $38,963+33.8% | $71,796-27.4% | $329,111-84.2% |
| Participation rate | 84.3% | 53.8%+30.5pp | 69.1%+15.2pp | 67.9%+16.4pp |
| Annual return | 6.99% | 9.85%-2.9pp | 78.04%-71.0pp | 16.35%-9.4pp |
| Employer contribution / active EE | $1,726 | $758+127.7% | $1,924-10.3% | $2,303-25.1% |
| Participant deferral / active EE | $3,167 | $1,286+146.3% | $2,794+13.4% | $3,682-14.0% |
| Admin fee / account holder | $61 | $50+20.0% | $4,815-98.7% | $754-92.0% |