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 | $18,754 |
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 | $146,744 | $79,523+84.5% | $140,016+4.8% | $56,287+160.7% |
| Participation rate | 100.0% | 85.7%+14.3pp | 87.5%+12.5pp | 69.9%+30.1pp |
| Annual return | -5.11% | 2.39%-7.5pp | 651.12%-656.2pp | -9.96%+4.9pp |
| Employer contribution / active EE | $12,966 | $3,350+287.0% | $5,606+131.3% | $2,111+514.2% |
| Participant deferral / active EE | $8,761 | $5,129+70.8% | $6,927+26.5% | $3,350+161.5% |
| Admin fee / account holder | $90 | $614-85.3% | $10,705-99.2% | $521-82.7% |