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 | $71,291 |
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 | $61,541 | $93,131-33.9% | $106,548-42.2% | $86,799-29.1% |
| Participation rate | 91.5% | 81.4%+10.0pp | 76.1%+15.3pp | 72.3%+19.2pp |
| Annual return | 19.29% | 19.45%-0.2pp | 26.80%-7.5pp | 97.91%-78.6pp |
| Employer contribution / active EE | $4,243 | $2,895+46.6% | $2,819+50.5% | $2,405+76.4% |
| Participant deferral / active EE | $9,042 | $4,708+92.0% | $4,398+105.6% | $4,131+118.9% |
| Admin fee / account holder | $114 | $145-21.8% | $7,407-98.5% | $170-33.0% |