Filed July 16, 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 |
|---|---|---|
BLUE BIRD BODY COMPANY2+ years Service code 15 · EIN 58-0813156 | Recordkeeping | $75,000 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $71,930 |
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 | $61,513 | $80,211-23.3% | $74,183-17.1% | $63,975-3.8% |
| Participation rate | 87.1% | 84.2%+2.9pp | 76.6%+10.5pp | 71.1%+16.0pp |
| Annual return | 6.92% | 14.13%-7.2pp | 17.74%-10.8pp | 48.65%-41.7pp |
| Employer contribution / active EE | $1,112 | $2,553-56.5% | $2,370-53.1% | $2,182-49.0% |
| Participant deferral / active EE | $3,265 | $4,370-25.3% | $3,550-8.0% | $3,356-2.7% |
| Admin fee / account holder | $49 | $67-27.5% | $5,586-99.1% | $70-30.8% |