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 | $188,050 |
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 | $117,080 | $110,699+5.8% | $177,821-34.2% | $90,288+29.7% |
| Participation rate | 99.0% | 88.3%+10.7pp | 87.7%+11.3pp | 73.4%+25.7pp |
| Annual return | 9.45% | 22.79%-13.3pp | 48.32%-38.9pp | 53.97%-44.5pp |
| Employer contribution / active EE | $2,778 | $4,118-32.5% | $5,918-53.1% | $2,524+10.1% |
| Participant deferral / active EE | $6,862 | $6,731+1.9% | $7,714-11.0% | $4,232+62.1% |
| Admin fee / account holder | $138 | $90+53.8% | $12,427-98.9% | $114+21.4% |