Filed March 15, 2006 (most recent of 3 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 | $5,669 |
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 | $85,234 | $75,284+13.2% | $91,001-6.3% | $69,631+22.4% |
| Participation rate | 88.2% | 80.4%+7.8pp | 75.6%+12.6pp | 70.7%+17.5pp |
| Annual return | 20.90% | 48.40%-27.5pp | 4.60%+16.3pp | 27571.02%-27550.1pp |
| Employer contribution / active EE | $2,138 | $2,473-13.5% | $2,456-12.9% | $2,032+5.2% |
| Participant deferral / active EE | $4,136 | $3,700+11.8% | $3,547+16.6% | $3,224+28.3% |
| Admin fee / account holder | $19 | $111-83.1% | $5,417-99.7% | $110-83.0% |