Filed January 18, 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 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 26 · EIN 71-0294708 | Advisory (Participants) | $3,495 |
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 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 | $23,801 | $48,576-51.0% | $169,463-86.0% | $56,287-57.7% |
| Participation rate | 48.9% | 65.8%-16.9pp | 77.8%-28.9pp | 69.9%-21.0pp |
| Annual return | -5.56% | -2.51%-3.1pp | 1.83%-7.4pp | -9.96%+4.4pp |
| Employer contribution / active EE | $398 | $1,559-74.5% | $4,159-90.4% | $2,111-81.1% |
| Participant deferral / active EE | $1,780 | $3,275-45.7% | $5,277-66.3% | $3,350-46.9% |
| Admin fee / account holder | $32 | $435-92.6% | $9,109-99.6% | $521-93.8% |