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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| 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 with Solo.
Solo shows the counterparty names, addresses and amounts for each reportable transaction. $4.99 for your first month, then $34.99 a month. Cancel any time.
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% |