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 | $1,245,015 |
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 | $67,014 | $119,999-44.2% | $70,515-5.0% | $96,393-30.5% |
| Participation rate | 50.1% | 66.2%-16.1pp | 68.3%-18.3pp | 71.3%-21.2pp |
| Annual return | 24.33% | 20.36%+4.0pp | 32.77%-8.4pp | 22.88%+1.4pp |
| Employer contribution / active EE | $1,097 | $4,602-76.2% | $2,973-63.1% | $3,238-66.1% |
| Participant deferral / active EE | $2,423 | $4,604-47.4% | $4,567-47.0% | $5,455-55.6% |
| Admin fee / account holder | $61 | $95-35.4% | $6,412-99.0% | $74-17.2% |