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 | -$1,430,786 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $197,223 | $125,029+57.7% | $90,749+117.3% | $78,044+152.7% |
| Participation rate | 95.4% | 93.0%+2.5pp | 75.7%+19.7pp | 74.4%+21.0pp |
| Annual return | -18.40% | -14.80%-3.6pp | -12.16%-6.2pp | 10.87%-29.3pp |
| Employer contribution / active EE | $10,582 | $4,916+115.3% | $2,921+262.3% | $3,125+238.7% |
| Participant deferral / active EE | $15,676 | $7,684+104.0% | $4,564+243.5% | $5,084+208.3% |
| Admin fee / account holder | -$176 | $56-415.9% | $8,445-102.1% | $79-323.2% |