Filed August 1, 2006 (most recent of 3 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 6-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 19 · EIN 51-0396365 | Securities Custodian | $351,888 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,322 | $66,513-39.4% | $178,490-77.4% | $106,222-62.0% |
| Participation rate | 93.2% | 73.8%+19.4pp | 81.9%+11.3pp | 70.8%+22.4pp |
| Annual return | 16.13% | 21.81%-5.7pp | 151.07%-134.9pp | 21.69%-5.6pp |
| Employer contribution / active EE | $1,553 | $1,776-12.5% | $5,011-69.0% | $2,723-43.0% |
| Participant deferral / active EE | $2,747 | $3,679-25.3% | $5,202-47.2% | $4,600-40.3% |
| Admin fee / account holder | $24 | $53-55.4% | $13,984-99.8% | $78-69.6% |