Filed January 6, 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 37 · EIN 04-2647786 | Loan Processing | $26,164 |
Form 5500 reported that benefits due were not provided when due.
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 | $116,366 | $123,286-5.6% | $75,670+53.8% | $77,958+49.3% |
| Participation rate | 80.6% | 78.8%+1.9pp | 72.3%+8.3pp | 71.6%+9.0pp |
| Annual return | 18.60% | 20.45%-1.8pp | 27.34%-8.7pp | 20.87%-2.3pp |
| Employer contribution / active EE | $2,667 | $2,035+31.1% | $2,352+13.4% | $2,310+15.4% |
| Participant deferral / active EE | $5,812 | $3,095+87.8% | $3,142+85.0% | $3,537+64.3% |
| Admin fee / account holder | $7 | $144-95.0% | $5,800-99.9% | $97-92.6% |