Filed August 4, 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 | $35,131 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $309,628 | $122,693+152.4% | $184,203+68.1% | $199,593+55.1% |
| Participation rate | 79.6% | 86.8%-7.2pp | 86.8%-7.2pp | 72.0%+7.7pp |
| Annual return | 12.64% | 143.91%-131.3pp | 28.81%-16.2pp | 34.25%-21.6pp |
| Employer contribution / active EE | $9,303 | $4,584+102.9% | $6,427+44.8% | $3,034+206.6% |
| Participant deferral / active EE | $8,200 | $7,990+2.6% | $9,131-10.2% | $5,087+61.2% |
| Admin fee / account holder | $8 | $121-93.0% | $13,901-99.9% | $269-96.9% |