Filed November 9, 2005 (most recent of 2 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 13 · EIN 06-1050034 | Contract Administrator | $146,660 |
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 | $105,968 | $95,776+10.6% | $162,163-34.7% | $77,787+36.2% |
| Participation rate | 100.0% | 88.6%+11.4pp | 87.6%+12.4pp | 73.2%+26.8pp |
| Annual return | 22.18% | 37.03%-14.8pp | 115.59%-93.4pp | 32.57%-10.4pp |
| Employer contribution / active EE | $2,620 | $3,874-32.4% | $5,614-53.3% | $2,504+4.6% |
| Participant deferral / active EE | $6,483 | $6,125+5.8% | $7,298-11.2% | $3,967+63.4% |
| Admin fee / account holder | $109 | $88+24.3% | $10,843-99.0% | $100+8.9% |