Filed September 21, 2012
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 | $11,435 |
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 | $147,300 | $39,458+273.3% | $60,547+143.3% | $55,191+166.9% |
| Participation rate | 98.4% | 59.6%+38.8pp | 68.0%+30.4pp | 69.2%+29.2pp |
| Annual return | 32.67% | 3.35%+29.3pp | 335.64%-303.0pp | 10.78%+21.9pp |
| Employer contribution / active EE | $4,432 | $1,210+266.4% | $2,419+83.2% | $1,899+133.4% |
| Participant deferral / active EE | $6,390 | $2,140+198.6% | $3,328+92.0% | $3,046+109.8% |
| Admin fee / account holder | $5 | $95-94.7% | $4,536-99.9% | $91-94.4% |