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 | $44,303 |
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 | $68,853 | $96,484-28.6% | $156,263-55.9% | $74,304-7.3% |
| Participation rate | 99.5% | 67.7%+31.8pp | 78.9%+20.6pp | 60.3%+39.1pp |
| Annual return | 13.27% | 17.73%-4.5pp | 59.47%-46.2pp | 29.43%-16.2pp |
| Employer contribution / active EE | $4,008 | $2,528+58.5% | $4,333-7.5% | $2,241+78.8% |
| Participant deferral / active EE | $5,069 | $4,286+18.3% | $6,158-17.7% | $3,767+34.5% |
| Admin fee / account holder | $165 | $3,728-95.6% | $14,255-98.8% | $2,969-94.5% |