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 | $60,296 |
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 | $118,149 | $72,066+63.9% | $81,930+44.2% | $90,288+30.9% |
| Participation rate | 94.9% | 78.9%+16.0pp | 72.0%+22.9pp | 73.4%+21.6pp |
| Annual return | 20.77% | 15.92%+4.9pp | 29.49%-8.7pp | 53.97%-33.2pp |
| Employer contribution / active EE | $3,132 | $2,335+34.1% | $4,310-27.3% | $2,524+24.1% |
| Participant deferral / active EE | $6,713 | $3,557+88.8% | $7,107-5.5% | $4,232+58.6% |
| Admin fee / account holder | $29 | $92-68.3% | $5,158-99.4% | $114-74.3% |