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 | -$919,808 |
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 | $213,263 | $146,341+45.7% | $98,907+115.6% | $93,223+128.8% |
| Participation rate | 95.4% | 89.3%+6.1pp | 76.0%+19.4pp | 74.9%+20.5pp |
| Annual return | 25.88% | 16.85%+9.0pp | 196.43%-170.5pp | 19.29%+6.6pp |
| Employer contribution / active EE | $8,558 | $4,823+77.4% | $2,689+218.3% | $2,680+219.4% |
| Participant deferral / active EE | $12,161 | $7,126+70.7% | $4,244+186.5% | $4,563+166.5% |
| Admin fee / account holder | -$115 | $63-283.6% | $6,642-101.7% | $79-245.5% |