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 | $983,858 |
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 | $57,392 | $106,734-46.2% | $75,886-24.4% | $89,569-35.9% |
| Participation rate | 55.7% | 65.6%-9.9pp | 69.3%-13.6pp | 69.6%-13.9pp |
| Annual return | 24.95% | 24.20%+0.8pp | 30.76%-5.8pp | 34.56%-9.6pp |
| Employer contribution / active EE | $1,030 | $3,939-73.8% | $2,500-58.8% | $2,584-60.1% |
| Participant deferral / active EE | $1,928 | $3,965-51.4% | $3,603-46.5% | $4,220-54.3% |
| Admin fee / account holder | $37 | $80-53.4% | $5,418-99.3% | $72-47.8% |