Filed July 16, 2006 (most recent of 2 filings on file)
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 | -$30,572 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $112,599 | $96,458+16.7% | $136,294-17.4% | $77,958+44.4% |
| Participation rate | 49.4% | 75.4%-26.0pp | 81.9%-32.5pp | 71.6%-22.2pp |
| Annual return | 18.42% | 23.78%-5.4pp | 5155.94%-5137.5pp | 20.87%-2.4pp |
| Employer contribution / active EE | $611 | $3,144-80.6% | $4,695-87.0% | $2,310-73.6% |
| Participant deferral / active EE | $3,952 | $5,902-33.1% | $6,247-36.7% | $3,537+11.7% |
| Admin fee / account holder | $61 | $80-23.7% | $9,243-99.3% | $97-37.0% |