Filed October 2, 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 15 · EIN 30-0219031 | Recordkeeping | $27,973 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,106 | $82,978-32.4% | $129,995-56.8% | $71,457-21.5% |
| Participation rate | 88.8% | 74.1%+14.7pp | 78.5%+10.3pp | 67.9%+20.8pp |
| Annual return | -4.26% | 20.60%-24.9pp | -137.18%+132.9pp | 28.85%-33.1pp |
| Employer contribution / active EE | $4,359 | $2,622+66.3% | $4,320+0.9% | $2,588+68.5% |
| Participant deferral / active EE | $5,086 | $4,432+14.8% | $5,820-12.6% | $4,289+18.6% |
| Admin fee / account holder | $124 | $1,729-92.8% | $10,614-98.8% | $1,587-92.2% |