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 | $365,717 |
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 | $34,264 | $83,057-58.7% | $143,757-76.2% | $89,394-61.7% |
| Participation rate | 90.4% | 74.0%+16.3pp | 80.3%+10.1pp | 71.3%+19.1pp |
| Annual return | -13.99% | -13.97%0pp | -0.04%-14.0pp | -11.89%-2.1pp |
| Employer contribution / active EE | $1,860 | $2,095-11.2% | $4,951-62.4% | $3,022-38.5% |
| Participant deferral / active EE | $3,362 | $4,281-21.5% | $5,637-40.4% | $5,123-34.4% |
| Admin fee / account holder | $21 | $83-74.5% | $14,673-99.9% | $79-73.4% |