Filed June 14, 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 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 15 · EIN 30-0219031 | Recordkeeping | $44,205 |
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 | $123,803 | $76,050+62.8% | $96,544+28.2% | $71,457+73.3% |
| Participation rate | 80.3% | 74.4%+5.8pp | 76.0%+4.3pp | 67.9%+12.3pp |
| Annual return | 20.35% | 22.81%-2.5pp | 25.84%-5.5pp | 28.85%-8.5pp |
| Employer contribution / active EE | $5,423 | $2,244+141.6% | $2,965+82.9% | $2,588+109.6% |
| Participant deferral / active EE | $5,622 | $4,215+33.4% | $4,851+15.9% | $4,289+31.1% |
| Admin fee / account holder | $260 | $2,707-90.4% | $8,252-96.8% | $1,587-83.6% |