Filed March 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 9-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 | $30,941 |
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 | $27,640 | $65,223-57.6% | $80,019-65.5% | $55,725-50.4% |
| Participation rate | 77.9% | 80.6%-2.7pp | 75.8%+2.1pp | 70.9%+7.0pp |
| Annual return | 23.22% | 7.59%+15.6pp | 11.22%+12.0pp | 244.93%-221.7pp |
| Employer contribution / active EE | $3,295 | $2,544+29.5% | $2,468+33.5% | $2,078+58.6% |
| Participant deferral / active EE | $7,822 | $3,881+101.6% | $3,686+112.2% | $3,356+133.1% |
| Admin fee / account holder | $64 | $114-43.6% | $6,521-99.0% | $115-44.0% |