Filed June 24, 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 60 · EIN 04-2647786 | Sub-TA Fees | $50 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,980 | $64,480+56.6% | $81,382+24.1% | $80,856+24.9% |
| Participation rate | 90.8% | 63.9%+26.9pp | 69.5%+21.3pp | 67.6%+23.2pp |
| Annual return | 10.77% | 16.34%-5.6pp | 24.73%-14.0pp | 35.59%-24.8pp |
| Employer contribution / active EE | $836 | $1,978-57.7% | $2,463-66.0% | $2,755-69.6% |
| Participant deferral / active EE | $6,012 | $3,094+94.3% | $3,883+54.8% | $4,296+39.9% |
| Admin fee / account holder | $0 | $5,671-100.0% | $5,768-100.0% | $6,918-100.0% |