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 | $1,130,911 |
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 | $51,979 | $106,972-51.4% | $71,671-27.5% | $80,976-35.8% |
| Participation rate | 62.3% | 64.4%-2.1pp | 68.7%-6.5pp | 68.3%-6.0pp |
| Annual return | 19.29% | 23.84%-4.6pp | 20.65%-1.4pp | 22.91%-3.6pp |
| Employer contribution / active EE | $1,090 | $4,034-73.0% | $2,460-55.7% | $2,402-54.6% |
| Participant deferral / active EE | $1,707 | $3,800-55.1% | $3,438-50.4% | $3,848-55.6% |
| Admin fee / account holder | $64 | $97-34.1% | $5,558-98.9% | $67-5.6% |