Filed October 24, 2006 (most recent of 4 filings on file)
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 10-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 | $6,125 |
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 | $51,212 | $36,916+38.7% | $156,549-67.3% | $57,658-11.2% |
| Participation rate | 95.3% | 63.4%+31.9pp | 84.0%+11.3pp | 70.2%+25.1pp |
| Annual return | 13.22% | 12.38%+0.8pp | 32.23%-19.0pp | 5.13%+8.1pp |
| Employer contribution / active EE | $3,223 | $1,571+105.2% | $5,501-41.4% | $1,974+63.3% |
| Participant deferral / active EE | $6,288 | $1,926+226.6% | $4,871+29.1% | $3,061+105.5% |
| Admin fee / account holder | $8 | $82-90.9% | $13,027-99.9% | $95-92.1% |