Filed July 21, 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 | -$12,199 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $91,940 | $80,177+14.7% | $123,892-25.8% | $57,658+59.5% |
| Participation rate | 68.3% | 74.4%-6.1pp | 81.4%-13.1pp | 70.2%-1.9pp |
| Annual return | 9.21% | 17.90%-8.7pp | 47.52%-38.3pp | 5.13%+4.1pp |
| Employer contribution / active EE | $1,588 | $2,913-45.5% | $4,617-65.6% | $1,974-19.5% |
| Participant deferral / active EE | $5,205 | $5,130+1.5% | $5,984-13.0% | $3,061+70.1% |
| Admin fee / account holder | $76 | $106-28.8% | $8,357-99.1% | $95-19.9% |