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 | $945,990 |
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 | $57,999 | $38,510+50.6% | $74,550-22.2% | $73,367-20.9% |
| Participation rate | 94.7% | 53.5%+41.2pp | 69.1%+25.6pp | 69.5%+25.3pp |
| Annual return | -4.01% | -0.94%-3.1pp | 32.53%-36.5pp | 173.45%-177.5pp |
| Employer contribution / active EE | $2,126 | $774+174.8% | $1,961+8.4% | $2,499-14.9% |
| Participant deferral / active EE | $3,872 | $1,421+172.6% | $3,108+24.6% | $4,033-4.0% |
| Admin fee / account holder | $57 | $52+9.0% | $5,060-98.9% | $68-17.2% |