Filed February 27, 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 60 · EIN 04-2647786 | Sub-TA Fees | -$102,142 |
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 | $118,232 | $54,281+117.8% | $60,547+95.3% | $59,188+99.8% |
| Participation rate | 87.7% | 66.8%+20.9pp | 68.0%+19.7pp | 69.4%+18.3pp |
| Annual return | 0.42% | 1.74%-1.3pp | 335.64%-335.2pp | 5.51%-5.1pp |
| Employer contribution / active EE | $4,847 | $2,031+138.6% | $2,419+100.4% | $2,098+131.0% |
| Participant deferral / active EE | $7,599 | $2,789+172.5% | $3,328+128.3% | $3,265+132.7% |
| Admin fee / account holder | $0 | $64-100.0% | $4,536-100.0% | $92-100.0% |