Filed April 8, 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 | -$8,663 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,481 | $48,261+31.5% | $68,793-7.7% | $55,725+13.9% |
| Participation rate | 87.2% | 71.0%+16.2pp | 72.2%+15.0pp | 70.9%+16.4pp |
| Annual return | -6.64% | -2.61%-4.0pp | -4.63%-2.0pp | 244.93%-251.6pp |
| Employer contribution / active EE | $2,717 | $1,742+55.9% | $2,625+3.5% | $2,078+30.7% |
| Participant deferral / active EE | $5,996 | $2,712+121.1% | $3,311+81.1% | $3,356+78.7% |
| Admin fee / account holder | -$14 | $126-111.1% | $5,131-100.3% | $115-112.2% |