Filed September 2, 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 7-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 13 · EIN 42-0127290 | Contract Administrator | $218,388 |
Service code 49 · EIN 74-2794194 | Other Services | $38,501 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,943 | $70,115-65.9% | $70,515-66.0% | $80,160-70.1% |
| Participation rate | 91.6% | 71.7%+20.0pp | 68.3%+23.3pp | 72.9%+18.7pp |
| Annual return | 21.07% | 134.51%-113.4pp | 32.77%-11.7pp | 40.38%-19.3pp |
| Employer contribution / active EE | $1,576 | $3,021-47.8% | $2,973-47.0% | $2,978-47.1% |
| Participant deferral / active EE | $3,835 | $4,495-14.7% | $4,567-16.0% | $5,017-23.6% |
| Admin fee / account holder | $121 | $112+8.1% | $6,412-98.1% | $145-16.3% |