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 | $54,740 |
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 | $57,678 | $81,908-29.6% | $90,749-36.4% | $64,808-11.0% |
| Participation rate | 92.0% | 80.5%+11.5pp | 75.7%+16.3pp | 71.5%+20.5pp |
| Annual return | -16.91% | -12.53%-4.4pp | -12.16%-4.7pp | 32.82%-49.7pp |
| Employer contribution / active EE | $4,967 | $3,065+62.0% | $2,921+70.0% | $2,506+98.2% |
| Participant deferral / active EE | $10,555 | $4,840+118.1% | $4,564+131.3% | $4,310+144.9% |
| Admin fee / account holder | $88 | $157-43.9% | $8,445-99.0% | $188-53.1% |