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 | -$747,044 |
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 | $247,900 | $104,631+136.9% | $98,439+151.8% | $80,160+209.3% |
| Participation rate | 93.7% | 87.5%+6.2pp | 75.2%+18.5pp | 72.9%+20.8pp |
| Annual return | 24.62% | 34.72%-10.1pp | 21.16%+3.5pp | 40.38%-15.8pp |
| Employer contribution / active EE | $12,055 | $4,517+166.9% | $3,048+295.5% | $2,978+304.8% |
| Participant deferral / active EE | $18,408 | $6,545+181.2% | $4,738+288.5% | $5,017+266.9% |
| Admin fee / account holder | -$96 | $105-191.2% | $8,948-101.1% | $145-165.9% |