Filed March 5, 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 37 · EIN 04-2647786 | Loan Processing | $54,167 |
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 | $131,153 | $82,202+59.5% | $125,339+4.6% | $64,808+102.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 82.4%+17.6pp | 71.5%+28.5pp |
| Annual return | -15.29% | 3.48%-18.8pp | 572.05%-587.3pp | 32.82%-48.1pp |
| Employer contribution / active EE | $4,085 | $3,615+13.0% | $4,814-15.1% | $2,506+63.0% |
| Participant deferral / active EE | $11,085 | $7,175+54.5% | $7,446+48.9% | $4,310+157.2% |
| Admin fee / account holder | $99 | $163-39.2% | $10,010-99.0% | $188-47.2% |