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 | $22,092 |
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 | $96,463 | $77,559+24.4% | $68,793+40.2% | $75,289+28.1% |
| Participation rate | 85.5% | 78.3%+7.2pp | 72.2%+13.2pp | 72.4%+13.0pp |
| Annual return | -2.91% | -1.01%-1.9pp | -4.63%+1.7pp | -0.04%-2.9pp |
| Employer contribution / active EE | $3,015 | $1,993+51.3% | $2,625+14.8% | $2,405+25.4% |
| Participant deferral / active EE | $6,041 | $3,128+93.1% | $3,311+82.4% | $3,739+61.6% |
| Admin fee / account holder | $5 | $90-94.1% | $5,131-99.9% | $102-94.8% |