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 | $67,287 |
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 | $89,759 | $92,055-2.5% | $106,213-15.5% | $77,643+15.6% |
| Participation rate | 92.2% | 81.0%+11.1pp | 75.3%+16.9pp | 70.6%+21.6pp |
| Annual return | 19.49% | 17.91%+1.6pp | 116.14%-96.7pp | 31.24%-11.7pp |
| Employer contribution / active EE | $4,997 | $3,367+48.4% | $3,171+57.6% | $2,726+83.3% |
| Participant deferral / active EE | $11,299 | $5,386+109.8% | $5,016+125.3% | $4,647+143.1% |
| Admin fee / account holder | $112 | $219-49.1% | $11,033-99.0% | $430-74.1% |