Filed January 15, 2007 (most recent of 2 filings on file)
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 13 · EIN 06-1050034 | Contract Administrator | $126,284 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,806 | $77,559+39.0% | $68,793+56.7% | $75,289+43.2% |
| Participation rate | 98.2% | 78.3%+19.9pp | 72.2%+25.9pp | 72.4%+25.7pp |
| Annual return | -4.51% | -1.01%-3.5pp | -4.63%+0.1pp | -0.04%-4.5pp |
| Employer contribution / active EE | $3,151 | $1,993+58.1% | $2,625+20.0% | $2,405+31.0% |
| Participant deferral / active EE | $6,153 | $3,128+96.7% | $3,311+85.8% | $3,739+64.6% |
| Admin fee / account holder | $115 | $90+27.3% | $5,131-97.8% | $102+12.5% |