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 | $406,576 |
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 | $43,538 | $68,062-36.0% | $185,823-76.6% | $106,520-59.1% |
| Participation rate | 92.0% | 75.2%+16.8pp | 81.7%+10.3pp | 71.3%+20.7pp |
| Annual return | 14.06% | 18.20%-4.1pp | 122.05%-108.0pp | 19.28%-5.2pp |
| Employer contribution / active EE | $1,760 | $1,997-11.9% | $5,167-65.9% | $2,840-38.0% |
| Participant deferral / active EE | $3,137 | $3,990-21.4% | $5,568-43.7% | $4,948-36.6% |
| Admin fee / account holder | $26 | $53-51.3% | $16,237-99.8% | $75-65.5% |