Filed March 21, 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 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 | $34,727 |
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 | $37,076 | $168,231-78.0% | $67,834-45.3% | $63,975-42.0% |
| Participation rate | 81.9% | 66.8%+15.1pp | 68.8%+13.1pp | 71.1%+10.8pp |
| Annual return | 11.20% | 11.76%-0.6pp | 138.47%-127.3pp | 48.65%-37.5pp |
| Employer contribution / active EE | $818 | $1,907-57.1% | $2,403-66.0% | $2,182-62.5% |
| Participant deferral / active EE | $3,697 | $2,827+30.8% | $3,160+17.0% | $3,356+10.1% |
| Admin fee / account holder | $12 | $81-85.4% | $4,622-99.7% | $70-83.3% |