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 | $52,489 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $152,593 | $95,274+60.2% | $135,903+12.3% | $74,419+105.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 17.17% | 32.77%-15.6pp | 68.23%-51.1pp | 34.38%-17.2pp |
| Employer contribution / active EE | $4,278 | $3,874+10.4% | $4,856-11.9% | $2,637+62.2% |
| Participant deferral / active EE | $11,493 | $7,782+47.7% | $7,758+48.1% | $4,528+153.8% |
| Admin fee / account holder | $94 | $266-64.6% | $10,762-99.1% | $348-73.0% |