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 |
|---|---|---|
ARENT FOX LLP1 year Service code 16 · EIN 53-0214923 | Consulting | $6,087 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$23,350 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
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 | $165,229 | $144,996+14.0% | $111,297+48.5% | $93,030+77.6% |
| Participation rate | 95.8% | 86.2%+9.6pp | 77.3%+18.5pp | 73.9%+21.9pp |
| Annual return | 17.22% | 18.26%-1.0pp | 54.65%-37.4pp | 158.70%-141.5pp |
| Employer contribution / active EE | $7,370 | $3,056+141.2% | $2,731+169.9% | $2,706+172.4% |
| Participant deferral / active EE | $9,510 | $5,587+70.2% | $4,487+111.9% | $4,562+108.4% |
| Admin fee / account holder | -$9 | $103-109.0% | $7,964-100.1% | $152-106.1% |