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 | -$21,076 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $134,132 | $130,141+3.1% | $86,677+54.7% | $77,904+72.2% |
| Participation rate | 94.9% | 85.9%+9.0pp | 76.6%+18.3pp | 73.7%+21.2pp |
| Annual return | -18.43% | -12.75%-5.7pp | 35.91%-54.3pp | 12.21%-30.6pp |
| Employer contribution / active EE | $5,752 | $3,220+78.6% | $2,836+102.8% | $2,848+102.0% |
| Participant deferral / active EE | $10,440 | $5,757+81.3% | $4,656+124.3% | $4,806+117.2% |
| Admin fee / account holder | -$10 | $132-107.6% | $7,493-100.1% | $133-107.5% |