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 16 · EIN 45-3679779 | Consulting | $21,077 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$11,276 |
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 | $95,892 | $61,473+56.0% | $81,930+17.0% | $73,409+30.6% |
| Participation rate | 86.4% | 72.4%+14.0pp | 72.0%+14.4pp | 72.2%+14.2pp |
| Annual return | 16.03% | 28.26%-12.2pp | 29.49%-13.5pp | 59.29%-43.3pp |
| Employer contribution / active EE | $2,897 | $1,898+52.7% | $4,310-32.8% | $2,234+29.7% |
| Participant deferral / active EE | $6,838 | $3,080+122.0% | $7,107-3.8% | $3,805+79.7% |
| Admin fee / account holder | $18 | $125-86.0% | $5,158-99.7% | $158-88.9% |