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 | -$24,521 |
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 | $108,743 | $155,795-30.2% | $136,294-20.2% | $69,631+56.2% |
| Participation rate | 76.2% | 75.2%+1.0pp | 81.9%-5.7pp | 70.7%+5.5pp |
| Annual return | 21.37% | 232464.33%-232443.0pp | 5155.94%-5134.6pp | 27571.02%-27549.7pp |
| Employer contribution / active EE | $2,010 | $2,991-32.8% | $4,695-57.2% | $2,032-1.1% |
| Participant deferral / active EE | $5,732 | $5,394+6.3% | $6,247-8.2% | $3,224+77.8% |
| Admin fee / account holder | $22 | $128-83.1% | $9,243-99.8% | $110-80.3% |