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 | $1,349,425 |
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 | $55,725 | $96,461-42.2% | $68,791-19.0% | $89,394-37.7% |
| Participation rate | 48.6% | 64.2%-15.6pp | 69.0%-20.4pp | 71.3%-22.7pp |
| Annual return | -17.65% | -13.05%-4.6pp | -6.38%-11.3pp | -11.89%-5.8pp |
| Employer contribution / active EE | $987 | $3,671-73.1% | $2,655-62.8% | $3,022-67.4% |
| Participant deferral / active EE | $2,167 | $4,123-47.4% | $3,941-45.0% | $5,123-57.7% |
| Admin fee / account holder | $65 | $102-36.6% | $4,932-98.7% | $79-18.7% |