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 | $47,704 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $85,627 | $77,559+10.4% | $68,793+24.5% | $75,289+13.7% |
| Participation rate | 94.8% | 78.3%+16.5pp | 72.2%+22.6pp | 72.4%+22.4pp |
| Annual return | -5.48% | -1.01%-4.5pp | -4.63%-0.8pp | -0.04%-5.4pp |
| Employer contribution / active EE | $3,081 | $1,993+54.6% | $2,625+17.4% | $2,405+28.1% |
| Participant deferral / active EE | $6,187 | $3,128+97.8% | $3,311+86.9% | $3,739+65.5% |
| Admin fee / account holder | $24 | $90-73.5% | $5,131-99.5% | $102-76.6% |