Filed April 14, 2007
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 |
|---|---|---|
OFS FITEL LLC1 year Service code 16 · EIN 62-1864622 | Consulting | $12,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$7,386 |
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 | $107,153 | $63,905+67.7% | $74,183+44.4% | $57,658+85.8% |
| Participation rate | 90.0% | 79.8%+10.2pp | 76.6%+13.4pp | 70.2%+19.8pp |
| Annual return | 7.39% | 60.60%-53.2pp | 17.74%-10.3pp | 5.13%+2.3pp |
| Employer contribution / active EE | $3,071 | $1,840+66.9% | $2,370+29.6% | $1,974+55.6% |
| Participant deferral / active EE | $5,735 | $3,448+66.3% | $3,550+61.6% | $3,061+87.4% |
| Admin fee / account holder | $5 | $91-95.0% | $5,586-99.9% | $95-95.2% |