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 | $6,663 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $101,109 | $65,223+55.0% | $80,019+26.4% | $55,725+81.4% |
| Participation rate | 86.1% | 80.6%+5.5pp | 75.8%+10.2pp | 70.9%+15.2pp |
| Annual return | 42.75% | 7.59%+35.2pp | 11.22%+31.5pp | 244.93%-202.2pp |
| Employer contribution / active EE | $2,156 | $2,544-15.2% | $2,468-12.6% | $2,078+3.8% |
| Participant deferral / active EE | $4,042 | $3,881+4.2% | $3,686+9.7% | $3,356+20.5% |
| Admin fee / account holder | $19 | $114-83.2% | $6,521-99.7% | $115-83.3% |