Filed January 23, 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 | $1,993 |
SII INVESTMENTS INC1+ years Service code 61 · EIN 39-1099262 | Finders' fees / placement fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $41,458 | $88,324-53.1% | $115,037-64.0% | $55,191-24.9% |
| Participation rate | 67.7% | 72.5%-4.8pp | 81.4%-13.7pp | 69.2%-1.5pp |
| Annual return | 0.17% | 6.30%-6.1pp | 26.14%-26.0pp | 10.78%-10.6pp |
| Employer contribution / active EE | $969 | $2,805-65.5% | $4,608-79.0% | $1,899-49.0% |
| Participant deferral / active EE | $3,533 | $5,042-29.9% | $6,026-41.4% | $3,046+16.0% |
| Admin fee / account holder | $4 | $105-96.3% | $8,175-100.0% | $91-95.8% |