Filed February 16, 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 13 · EIN 42-0127290 | Contract Administrator | $9,695 |
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 | $124,403 | $84,556+47.1% | $116,228+7.0% | $74,304+67.4% |
| Participation rate | 97.6% | 66.0%+31.5pp | 74.6%+23.0pp | 60.3%+37.2pp |
| Annual return | 14.03% | 18.35%-4.3pp | 90.06%-76.0pp | 29.43%-15.4pp |
| Employer contribution / active EE | $4,110 | $2,168+89.6% | $2,994+37.3% | $2,241+83.4% |
| Participant deferral / active EE | $8,212 | $3,814+115.3% | $4,953+65.8% | $3,767+118.0% |
| Admin fee / account holder | $49 | $3,792-98.7% | $11,989-99.6% | $2,969-98.3% |