Filed January 30, 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 | $25,708 |
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 | $89,366 | $54,890+62.8% | $63,517+40.7% | $59,188+51.0% |
| Participation rate | 94.6% | 75.6%+19.1pp | 71.0%+23.6pp | 69.4%+25.2pp |
| Annual return | 3.19% | 4.56%-1.4pp | -70.30%+73.5pp | 5.51%-2.3pp |
| Employer contribution / active EE | $2,834 | $1,831+54.8% | $2,322+22.1% | $2,098+35.1% |
| Participant deferral / active EE | $5,248 | $2,803+87.3% | $2,953+77.7% | $3,265+60.8% |
| Admin fee / account holder | $15 | $66-77.5% | $5,892-99.7% | $92-83.9% |