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 |
|---|---|---|
Filed as: RETIREMENT PLAN SERVICES, LLC Service code 15 · EIN 43-1904010 | Recordkeeping | $39,480 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $68,066 | $52,884+28.7% | $84,750-19.7% | $55,167+23.4% |
| Participation rate | 89.8% | 67.5%+22.3pp | 76.6%+13.2pp | 69.0%+20.8pp |
| Annual return | 9.28% | 18.03%-8.8pp | 22.78%-13.5pp | 169.23%-159.9pp |
| Employer contribution / active EE | $1,973 | $2,233-11.7% | $3,574-44.8% | $1,963+0.5% |
| Participant deferral / active EE | $7,136 | $2,644+169.9% | $3,712+92.3% | $3,054+133.7% |
| Admin fee / account holder | $292 | $581-49.6% | $5,332-94.5% | $504-42.0% |