Filed February 21, 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 60 · EIN 04-2647786 | Sub-TA Fees | -$349,056 |
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 | $134,735 | $81,321+65.7% | $68,509+96.7% | $59,188+127.6% |
| Participation rate | 96.7% | 83.8%+12.9pp | 74.7%+22.0pp | 69.4%+27.3pp |
| Annual return | 3.40% | 4.65%-1.2pp | 8.27%-4.9pp | 5.51%-2.1pp |
| Employer contribution / active EE | $9,463 | $3,297+187.1% | $2,278+315.4% | $2,098+351.1% |
| Participant deferral / active EE | $12,871 | $4,592+180.3% | $3,382+280.5% | $3,265+294.2% |
| Admin fee / account holder | -$54 | $62-187.1% | $5,275-101.0% | $92-158.3% |