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 | $13,138 |
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 | $35,482 | $48,064-26.2% | $78,778-55.0% | $69,631-49.0% |
| Participation rate | 86.0% | 61.6%+24.5pp | 69.2%+16.8pp | 70.7%+15.3pp |
| Annual return | 22.50% | 21.81%+0.7pp | 35.62%-13.1pp | 27571.02%-27548.5pp |
| Employer contribution / active EE | $945 | $744+27.1% | $1,986-52.4% | $2,032-53.5% |
| Participant deferral / active EE | $3,212 | $2,079+54.5% | $2,958+8.6% | $3,224-0.3% |
| Admin fee / account holder | $41 | $152-73.1% | $5,134-99.2% | $110-62.9% |