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 | $56,835 |
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 | $50,870 | $85,135-40.2% | $98,907-48.6% | $73,409-30.7% |
| Participation rate | 84.6% | 81.1%+3.5pp | 76.0%+8.6pp | 72.2%+12.5pp |
| Annual return | 25.49% | 19.14%+6.4pp | 196.43%-170.9pp | 59.29%-33.8pp |
| Employer contribution / active EE | $4,532 | $2,721+66.6% | $2,689+68.5% | $2,234+102.9% |
| Participant deferral / active EE | $9,448 | $4,349+117.2% | $4,244+122.6% | $3,805+148.3% |
| Admin fee / account holder | $95 | $139-32.1% | $6,642-98.6% | $158-40.1% |