Filed November 9, 2005 (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 37 · EIN 04-2647786 | Loan Processing | $2,319 |
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 | $204,931 | $70,908+189.0% | $98,907+107.2% | $73,488+178.9% |
| Participation rate | 95.5% | 73.8%+21.8pp | 76.0%+19.5pp | 70.7%+24.9pp |
| Annual return | 12.81% | 34.17%-21.4pp | 196.43%-183.6pp | 28.51%-15.7pp |
| Employer contribution / active EE | $4,251 | $2,036+108.8% | $2,689+58.1% | $2,270+87.3% |
| Participant deferral / active EE | $9,174 | $3,500+162.1% | $4,244+116.2% | $3,740+145.3% |
| Admin fee / account holder | $9 | $535-98.3% | $6,642-99.9% | $513-98.2% |