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 | $45,616 |
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 | $116,525 | $65,708+77.3% | $76,817+51.7% | $77,787+49.8% |
| Participation rate | 89.1% | 79.0%+10.1pp | 72.1%+17.0pp | 73.2%+15.9pp |
| Annual return | 34.25% | 49.86%-15.6pp | 1166.11%-1131.9pp | 32.57%+1.7pp |
| Employer contribution / active EE | $3,279 | $2,167+51.3% | $2,302+42.5% | $2,504+30.9% |
| Participant deferral / active EE | $5,542 | $3,254+70.3% | $3,336+66.1% | $3,967+39.7% |
| Admin fee / account holder | $14 | $91-85.1% | $6,420-99.8% | $100-86.5% |