Filed February 24, 2006 (most recent of 3 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 | -$23,344 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $170,735 | $63,905+167.2% | $74,183+130.2% | $57,658+196.1% |
| Participation rate | 95.8% | 79.8%+16.1pp | 76.6%+19.2pp | 70.2%+25.6pp |
| Annual return | -0.82% | 60.60%-61.4pp | 17.74%-18.6pp | 5.13%-6.0pp |
| Employer contribution / active EE | $12,334 | $1,840+570.2% | $2,370+420.4% | $1,974+524.9% |
| Participant deferral / active EE | $8,130 | $3,448+135.8% | $3,550+129.0% | $3,061+165.6% |
| Admin fee / account holder | -$27 | $91-129.6% | $5,586-100.5% | $95-128.5% |