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 | -$17,294 |
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 | $192,228 | $69,305+177.4% | $82,313+133.5% | $69,631+176.1% |
| Participation rate | 96.0% | 80.3%+15.7pp | 76.9%+19.1pp | 70.7%+25.3pp |
| Annual return | 15.91% | 21.47%-5.6pp | 25.88%-10.0pp | 27571.02%-27555.1pp |
| Employer contribution / active EE | $11,096 | $1,887+488.2% | $2,428+356.9% | $2,032+446.0% |
| Participant deferral / active EE | $8,312 | $3,568+132.9% | $3,706+124.3% | $3,224+157.8% |
| Admin fee / account holder | -$19 | $97-119.5% | $5,608-100.3% | $110-117.1% |