Filed June 14, 2006 (most recent of 5 filings on file)
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 13 · EIN 42-0127290 | Contract Administrator | $62,285 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $370,336 | $79,523+365.7% | $140,016+164.5% | $56,287+557.9% |
| Participation rate | 95.1% | 85.7%+9.4pp | 87.5%+7.6pp | 69.9%+25.3pp |
| Annual return | 20.61% | 2.39%+18.2pp | 651.12%-630.5pp | -9.96%+30.6pp |
| Employer contribution / active EE | $16,671 | $3,350+397.6% | $5,606+197.4% | $2,111+689.7% |
| Participant deferral / active EE | $13,221 | $5,129+157.8% | $6,927+90.9% | $3,350+294.7% |
| Admin fee / account holder | $223 | $614-63.7% | $10,705-97.9% | $521-57.2% |