Filed August 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 | $43,715 |
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 | $39,328 | $69,362-43.3% | $101,248-61.2% | $73,488-46.5% |
| Participation rate | 84.9% | 68.4%+16.5pp | 75.8%+9.1pp | 70.7%+14.2pp |
| Annual return | 12.24% | 18.46%-6.2pp | 46.47%-34.2pp | 28.51%-16.3pp |
| Employer contribution / active EE | $928 | $2,628-64.7% | $3,660-74.6% | $2,270-59.1% |
| Participant deferral / active EE | $2,471 | $3,300-25.1% | $4,370-43.4% | $3,740-33.9% |
| Admin fee / account holder | $166 | $704-76.5% | $5,945-97.2% | $513-67.7% |