Filed July 10, 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 | $51,023 |
Service code 27 · EIN 37-1444529 | Advisory (Plan) | $48,573 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $92,301 | $185,342-50.2% | $111,297-17.1% | $86,799+6.3% |
| Participation rate | 85.7% | 81.0%+4.7pp | 77.3%+8.4pp | 72.3%+13.4pp |
| Annual return | 14.23% | 500.80%-486.6pp | 54.65%-40.4pp | 97.91%-83.7pp |
| Employer contribution / active EE | $2,470 | $2,246+10.0% | $2,731-9.6% | $2,405+2.7% |
| Participant deferral / active EE | $6,154 | $4,458+38.0% | $4,487+37.2% | $4,131+49.0% |
| Admin fee / account holder | $300 | $255+17.4% | $7,964-96.2% | $170+76.9% |