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 | $939,621 |
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 | $69,297 | $100,179-30.8% | $84,015-17.5% | $89,569-22.6% |
| Participation rate | 86.1% | 54.1%+32.0pp | 69.0%+17.1pp | 69.6%+16.5pp |
| Annual return | 24.06% | 22.50%+1.6pp | 71.31%-47.3pp | 34.56%-10.5pp |
| Employer contribution / active EE | $1,940 | $816+137.6% | $1,983-2.2% | $2,584-24.9% |
| Participant deferral / active EE | $3,630 | $1,459+148.8% | $3,239+12.1% | $4,220-14.0% |
| Admin fee / account holder | $56 | $72-22.9% | $6,101-99.1% | $72-22.3% |