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 | $868,560 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $69,060 | $47,540+45.3% | $79,550-13.2% | $89,394-22.7% |
| Participation rate | 91.8% | 54.9%+36.9pp | 69.5%+22.3pp | 71.3%+20.5pp |
| Annual return | -19.25% | -8.05%-11.2pp | 0.16%-19.4pp | -11.89%-7.4pp |
| Employer contribution / active EE | $2,548 | $1,122+127.1% | $2,413+5.6% | $3,022-15.7% |
| Participant deferral / active EE | $4,848 | $1,961+147.2% | $3,985+21.6% | $5,123-5.4% |
| Admin fee / account holder | $56 | $59-3.7% | $6,832-99.2% | $79-29.0% |