Filed December 6, 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 13 · EIN 42-0127290 | Contract Administrator | $61,930 |
MONETA GROUP LLC4 years Service code 27 · EIN 20-1903821 | Advisory (Plan) | $60,713 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,971 | $82,917+8.5% | $103,333-12.9% | $77,643+15.9% |
| Participation rate | 95.5% | 71.6%+23.9pp | 74.5%+21.0pp | 70.6%+24.9pp |
| Annual return | 23.09% | 19.13%+4.0pp | 24.88%-1.8pp | 31.24%-8.2pp |
| Employer contribution / active EE | $3,295 | $3,552-7.2% | $3,868-14.8% | $2,726+20.9% |
| Participant deferral / active EE | $10,340 | $4,108+151.7% | $5,057+104.5% | $4,647+122.5% |
| Admin fee / account holder | $234 | $638-63.2% | $8,355-97.2% | $430-45.5% |