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 | $1,898 |
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 | $77,826 | $56,443+37.9% | $83,848-7.2% | $55,725+39.7% |
| Participation rate | 96.2% | 72.0%+24.1pp | 76.1%+20.0pp | 70.9%+25.3pp |
| Annual return | -5.84% | 393.67%-399.5pp | 850.88%-856.7pp | 244.93%-250.8pp |
| Employer contribution / active EE | $1,840 | $2,682-31.4% | $3,631-49.3% | $2,078-11.5% |
| Participant deferral / active EE | $5,619 | $2,965+89.5% | $4,082+37.7% | $3,356+67.5% |
| Admin fee / account holder | $3 | $156-97.9% | $5,478-99.9% | $115-97.1% |