Filed August 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 52 · EIN 04-1590850 | Indirect Investment Fees | $7,258 |
KAREN DRAKE1+ years Service code 56 · EIN 41-0791630 | Non-monetary compensation | $0 |
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 | $100,866 | $72,770+38.6% | $67,652+49.1% | $55,191+82.8% |
| Participation rate | 99.2% | 78.8%+20.5pp | 75.7%+23.6pp | 69.2%+30.1pp |
| Annual return | 0.24% | -3.26%+3.5pp | 6625.04%-6624.8pp | 10.78%-10.5pp |
| Employer contribution / active EE | $4,098 | $1,769+131.6% | $2,266+80.9% | $1,899+115.8% |
| Participant deferral / active EE | $5,186 | $3,408+52.2% | $3,560+45.7% | $3,046+70.2% |
| Admin fee / account holder | $9 | $79-88.1% | $4,821-99.8% | $91-89.7% |