Filed July 25, 2006 (most recent of 4 filings on file)
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 | -$117,189 |
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 | $69,155 | $63,964+8.1% | $147,614-53.2% | $67,505+2.4% |
| Participation rate | 85.1% | 68.6%+16.5pp | 84.6%+0.4pp | 71.2%+13.9pp |
| Annual return | 0.77% | 9.05%-8.3pp | 61.98%-61.2pp | 6.52%-5.8pp |
| Employer contribution / active EE | $2,454 | $1,618+51.7% | $5,564-55.9% | $2,173+13.0% |
| Participant deferral / active EE | $4,706 | $2,589+81.8% | $4,895-3.9% | $3,597+30.9% |
| Admin fee / account holder | -$22 | $43-150.7% | $11,611-100.2% | $56-138.6% |