Filed August 29, 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 25 · EIN 04-2647786 | Directed Trustee | -$9,652 |
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 | $106,711 | $80,354+32.8% | $133,980-20.4% | $63,975+66.8% |
| Participation rate | 90.3% | 87.5%+2.8pp | 87.1%+3.3pp | 71.1%+19.2pp |
| Annual return | 7.54% | 13.11%-5.6pp | 29.30%-21.8pp | 48.65%-41.1pp |
| Employer contribution / active EE | $2,515 | $3,503-28.2% | $5,211-51.7% | $2,182+15.3% |
| Participant deferral / active EE | $4,789 | $5,239-8.6% | $6,282-23.8% | $3,356+42.7% |
| Admin fee / account holder | -$6 | $69-108.0% | $9,324-100.1% | $70-107.8% |