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 | $6,288 |
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 | $34,306 | $40,174-14.6% | $84,015-59.2% | $67,579-49.2% |
| Participation rate | 89.6% | 62.7%+26.9pp | 69.0%+20.6pp | 71.3%+18.3pp |
| Annual return | 26.60% | 25.82%+0.8pp | 71.31%-44.7pp | 378.56%-352.0pp |
| Employer contribution / active EE | $946 | $808+17.2% | $1,983-52.3% | $2,148-55.9% |
| Participant deferral / active EE | $3,429 | $2,301+49.0% | $3,239+5.9% | $3,539-3.1% |
| Admin fee / account holder | $17 | $128-86.4% | $6,101-99.7% | $142-87.7% |