Filed August 29, 2007 (most recent of 2 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 25 · EIN 04-2647786 | Directed Trustee | $14,742 |
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 | $141,139 | $74,089+90.5% | $133,980+5.3% | $55,167+155.8% |
| Participation rate | 98.8% | 84.3%+14.5pp | 87.1%+11.7pp | 69.0%+29.8pp |
| Annual return | 8.13% | 12.11%-4.0pp | 29.30%-21.2pp | 169.23%-161.1pp |
| Employer contribution / active EE | $10,462 | $3,064+241.5% | $5,211+100.8% | $1,963+433.1% |
| Participant deferral / active EE | $7,586 | $4,678+62.2% | $6,282+20.8% | $3,054+148.4% |
| Admin fee / account holder | $69 | $458-85.0% | $9,324-99.3% | $504-86.4% |