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 | $980,387 |
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 | $72,348 | $130,338-44.5% | $85,682-15.6% | $106,520-32.1% |
| Participation rate | 52.9% | 64.6%-11.8pp | 69.9%-17.0pp | 71.3%-18.5pp |
| Annual return | 16.93% | 14.40%+2.5pp | 21.49%-4.6pp | 19.28%-2.4pp |
| Employer contribution / active EE | $1,066 | $3,864-72.4% | $2,618-59.3% | $2,840-62.5% |
| Participant deferral / active EE | $2,201 | $4,160-47.1% | $3,923-43.9% | $4,948-55.5% |
| Admin fee / account holder | $55 | $114-51.9% | $6,873-99.2% | $75-26.5% |