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 | $7,719 |
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 | $27,585 | $35,485-22.3% | $74,550-63.0% | $55,725-50.5% |
| Participation rate | 81.0% | 62.5%+18.5pp | 69.1%+11.9pp | 70.9%+10.2pp |
| Annual return | -6.73% | 0.72%-7.5pp | 32.53%-39.3pp | 244.93%-251.7pp |
| Employer contribution / active EE | $805 | $777+3.5% | $1,961-59.0% | $2,078-61.3% |
| Participant deferral / active EE | $2,890 | $2,181+32.5% | $3,108-7.0% | $3,356-13.9% |
| Admin fee / account holder | $19 | $114-83.2% | $5,060-99.6% | $115-83.4% |