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 37 · EIN 04-2647786 | Loan Processing | -$833,443 |
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 | $191,488 | $96,403+98.6% | $93,606+104.6% | $77,787+146.2% |
| Participation rate | 95.2% | 87.6%+7.6pp | 75.8%+19.4pp | 73.2%+22.0pp |
| Annual return | 27.80% | 39.36%-11.6pp | 32.76%-5.0pp | 32.57%-4.8pp |
| Employer contribution / active EE | $8,847 | $3,616+144.7% | $2,718+225.5% | $2,504+253.3% |
| Participant deferral / active EE | $12,428 | $5,341+132.7% | $4,069+205.5% | $3,967+213.3% |
| Admin fee / account holder | $5 | $90-94.7% | $7,888-99.9% | $100-95.3% |