Filed January 28, 2006
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 | -$158,766 |
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 | $200,346 | $75,760+164.4% | $123,104+62.7% | $59,188+238.5% |
| Participation rate | 96.9% | 86.0%+10.8pp | 86.8%+10.1pp | 69.4%+27.4pp |
| Annual return | 0.89% | 2.93%-2.0pp | 13.22%-12.3pp | 5.51%-4.6pp |
| Employer contribution / active EE | $4,982 | $3,415+45.9% | $5,151-3.3% | $2,098+137.5% |
| Participant deferral / active EE | $8,540 | $5,000+70.8% | $6,230+37.1% | $3,265+161.6% |
| Admin fee / account holder | $92 | $61+52.0% | $9,015-99.0% | $92+0.1% |