Filed April 17, 2006 (most recent of 4 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 37 · EIN 04-2647786 | Loan Processing | -$124,062 |
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 | $152,893 | $176,491-13.4% | $95,952+59.3% | $90,288+69.3% |
| Participation rate | 97.2% | 86.6%+10.7pp | 77.1%+20.2pp | 73.4%+23.9pp |
| Annual return | 20.35% | 20.14%+0.2pp | 91.61%-71.3pp | 53.97%-33.6pp |
| Employer contribution / active EE | $5,836 | $2,789+109.3% | $2,541+129.7% | $2,524+131.2% |
| Participant deferral / active EE | $9,680 | $5,340+81.3% | $4,167+132.3% | $4,232+128.7% |
| Admin fee / account holder | -$74 | $154-147.9% | $6,795-101.1% | $114-164.6% |