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 | $5,950 |
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 | $37,792 | $64,286-41.2% | $90,951-58.4% | $73,409-48.5% |
| Participation rate | 89.3% | 63.6%+25.7pp | 69.0%+20.3pp | 72.2%+17.1pp |
| Annual return | 27.13% | 21.45%+5.7pp | 134.60%-107.5pp | 59.29%-32.2pp |
| Employer contribution / active EE | $825 | $895-7.7% | $2,122-61.1% | $2,234-63.0% |
| Participant deferral / active EE | $3,243 | $2,453+32.2% | $3,373-3.9% | $3,805-14.8% |
| Admin fee / account holder | $14 | $287-95.1% | $5,959-99.8% | $158-91.0% |