Filed February 1, 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 37 · EIN 04-2647786 | Loan Processing | $12,441 |
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 | $35,317 | $37,044-4.7% | $71,796-50.8% | $57,658-38.7% |
| Participation rate | 77.9% | 61.1%+16.8pp | 69.1%+8.8pp | 70.2%+7.7pp |
| Annual return | 5.91% | 12.64%-6.7pp | 78.04%-72.1pp | 5.13%+0.8pp |
| Employer contribution / active EE | $884 | $720+22.8% | $1,924-54.0% | $1,974-55.2% |
| Participant deferral / active EE | $2,920 | $1,974+47.9% | $2,794+4.5% | $3,061-4.6% |
| Admin fee / account holder | $47 | $101-52.9% | $4,815-99.0% | $95-49.8% |