Filed February 21, 2006
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 | $4,260 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $40,112 | $46,173-13.1% | $170,442-76.5% | $69,631-42.4% |
| Participation rate | 43.9% | 63.9%-20.0pp | 83.6%-39.7pp | 70.7%-26.8pp |
| Annual return | 13.67% | 21.62%-7.9pp | 205.93%-192.3pp | 27571.02%-27557.3pp |
| Employer contribution / active EE | $515 | $1,610-68.0% | $5,433-90.5% | $2,032-74.7% |
| Participant deferral / active EE | $1,147 | $2,080-44.8% | $4,939-76.8% | $3,224-64.4% |
| Admin fee / account holder | $16 | $116-86.6% | $13,880-99.9% | $110-85.9% |