Filed April 16, 2007 (most recent of 4 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 |
|---|---|---|
Service code 25 · EIN 04-2647786 | Directed Trustee | $1,082,159 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $46,610 | $93,789-50.3% | $67,834-31.3% | $329,111-85.8% |
| Participation rate | 61.9% | 65.9%-4.0pp | 68.8%-6.9pp | 67.9%-6.0pp |
| Annual return | 8.27% | 17.51%-9.2pp | 138.47%-130.2pp | 16.35%-8.1pp |
| Employer contribution / active EE | $1,133 | $3,924-71.1% | $2,403-52.8% | $2,303-50.8% |
| Participant deferral / active EE | $1,725 | $3,663-52.9% | $3,160-45.4% | $3,682-53.1% |
| Admin fee / account holder | $67 | $82-18.0% | $4,622-98.5% | $754-91.1% |