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 | $35,981 |
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 | $60,461 | $88,083-31.4% | $164,813-63.3% | $74,495-18.8% |
| Participation rate | 98.9% | 73.0%+25.8pp | 78.6%+20.3pp | 67.2%+31.7pp |
| Annual return | 18.58% | 17.26%+1.3pp | 69.93%-51.4pp | 1364.94%-1346.4pp |
| Employer contribution / active EE | $4,849 | $2,593+87.0% | $4,341+11.7% | $2,623+84.9% |
| Participant deferral / active EE | $5,201 | $4,498+15.6% | $6,031-13.8% | $4,346+19.7% |
| Admin fee / account holder | $137 | $2,234-93.9% | $12,690-98.9% | $1,942-92.9% |