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 | $817,777 |
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 | $93,910 | $41,850+124.4% | $96,562-2.7% | $101,517-7.5% |
| Participation rate | 89.6% | 58.3%+31.4pp | 69.8%+19.8pp | 74.6%+15.1pp |
| Annual return | 14.90% | 16.51%-1.6pp | 37.78%-22.9pp | 21.00%-6.1pp |
| Employer contribution / active EE | $2,368 | $929+155.0% | $2,356+0.5% | $2,973-20.4% |
| Participant deferral / active EE | $4,569 | $1,934+136.2% | $3,849+18.7% | $4,873-6.2% |
| Admin fee / account holder | $56 | $73-22.4% | $6,181-99.1% | $139-59.5% |