Filed September 13, 2006 (most recent of 5 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 16 · EIN 34-1753575 | Consulting | $120,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$107,834 |
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 | $192,021 | $110,699+73.5% | $177,821+8.0% | $90,288+112.7% |
| Participation rate | 99.4% | 88.3%+11.1pp | 87.7%+11.7pp | 73.4%+26.1pp |
| Annual return | 16.17% | 22.79%-6.6pp | 48.32%-32.1pp | 53.97%-37.8pp |
| Employer contribution / active EE | $8,438 | $4,118+104.9% | $5,918+42.6% | $2,524+234.3% |
| Participant deferral / active EE | $7,127 | $6,731+5.9% | $7,714-7.6% | $4,232+68.4% |
| Admin fee / account holder | $52 | $90-41.7% | $12,427-99.6% | $114-54.0% |