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 | $51,963 |
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 | $40,078 | $74,347-46.1% | $93,606-57.2% | $67,579-40.7% |
| Participation rate | 83.4% | 80.6%+2.8pp | 75.8%+7.5pp | 71.3%+12.1pp |
| Annual return | 33.56% | 28.07%+5.5pp | 32.76%+0.8pp | 378.56%-345.0pp |
| Employer contribution / active EE | $4,106 | $2,583+59.0% | $2,718+51.1% | $2,148+91.2% |
| Participant deferral / active EE | $8,813 | $4,060+117.1% | $4,069+116.6% | $3,539+149.0% |
| Admin fee / account holder | $92 | $123-24.9% | $7,888-98.8% | $142-35.2% |