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 | $58,885 |
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 | $109,047 | $104,919+3.9% | $116,228-6.2% | $85,563+27.4% |
| Participation rate | 92.1% | 78.6%+13.5pp | 74.6%+17.5pp | 66.0%+26.1pp |
| Annual return | 19.07% | 15.38%+3.7pp | 90.06%-71.0pp | 31.51%-12.4pp |
| Employer contribution / active EE | $5,196 | $3,485+49.1% | $2,994+73.5% | $2,654+95.8% |
| Participant deferral / active EE | $11,904 | $5,306+124.4% | $4,953+140.3% | $4,375+172.1% |
| Admin fee / account holder | $100 | $429-76.6% | $11,989-99.2% | $834-88.0% |