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 | -$412,662 |
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 | $148,169 | $82,279+80.1% | $77,999+90.0% | $63,975+131.6% |
| Participation rate | 94.8% | 84.7%+10.1pp | 75.5%+19.2pp | 71.1%+23.6pp |
| Annual return | 8.67% | 11.20%-2.5pp | 425.96%-417.3pp | 48.65%-40.0pp |
| Employer contribution / active EE | $8,516 | $3,297+158.3% | $2,470+244.8% | $2,182+290.3% |
| Participant deferral / active EE | $11,574 | $4,538+155.0% | $3,497+231.0% | $3,356+244.8% |
| Admin fee / account holder | -$65 | $81-179.3% | $5,480-101.2% | $70-191.6% |