Filed February 6, 2007
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 | $3,953 |
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 | $87,832 | $60,545+45.1% | $92,233-4.8% | $69,631+26.1% |
| Participation rate | 94.0% | 72.2%+21.9pp | 76.5%+17.6pp | 70.7%+23.4pp |
| Annual return | 19.94% | 19.71%+0.2pp | 176.28%-156.3pp | 27571.02%-27551.1pp |
| Employer contribution / active EE | $1,673 | $2,633-36.5% | $3,679-54.5% | $2,032-17.7% |
| Participant deferral / active EE | $5,000 | $2,828+76.8% | $3,897+28.3% | $3,224+55.1% |
| Admin fee / account holder | $7 | $145-95.0% | $5,194-99.9% | $110-93.4% |