Filed July 10, 2006 (most recent of 2 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 13 · EIN 42-0127290 | Contract Administrator | $152,799 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $72,713 | $111,491-34.8% | $189,513-61.6% | $86,799-16.2% |
| Participation rate | 96.4% | 87.3%+9.1pp | 87.8%+8.6pp | 72.3%+24.1pp |
| Annual return | 17.76% | 83.50%-65.7pp | 555.15%-537.4pp | 97.91%-80.1pp |
| Employer contribution / active EE | $5,064 | $3,951+28.2% | $6,162-17.8% | $2,405+110.5% |
| Participant deferral / active EE | $7,383 | $6,437+14.7% | $8,221-10.2% | $4,131+78.7% |
| Admin fee / account holder | $120 | $189-36.6% | $12,045-99.0% | $170-29.4% |