Filed September 15, 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 | $2,064,385 |
WINSTON & STRAWN LLP4 years Service code 16 · EIN 36-1975990 | Consulting | $55,179 |
NEPC, LLC6 years Service code 16 · EIN 26-1429809 | Consulting | $51,886 |
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 | $92,637 | $68,062+36.1% | $185,823-50.1% | $106,520-13.0% |
| Participation rate | 76.6% | 75.2%+1.4pp | 81.7%-5.1pp | 71.3%+5.3pp |
| Annual return | 13.38% | 18.20%-4.8pp | 122.05%-108.7pp | 19.28%-5.9pp |
| Employer contribution / active EE | $2,573 | $1,997+28.8% | $5,167-50.2% | $2,840-9.4% |
| Participant deferral / active EE | $4,664 | $3,990+16.9% | $5,568-16.2% | $4,948-5.7% |
| Admin fee / account holder | $93 | $53+77.0% | $16,237-99.4% | $75+25.3% |