Filed October 20, 2006
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 60 · EIN 04-2647786 | Sub-TA Fees | $6,354 |
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 | $33,048 | $37,117-11.0% | $147,614-77.6% | $55,191-40.1% |
| Participation rate | 89.5% | 63.6%+25.9pp | 84.6%+4.9pp | 69.2%+20.3pp |
| Annual return | 1.12% | 3.44%-2.3pp | 61.98%-60.9pp | 10.78%-9.7pp |
| Employer contribution / active EE | $416 | $1,620-74.3% | $5,564-92.5% | $1,899-78.1% |
| Participant deferral / active EE | $2,328 | $1,985+17.2% | $4,895-52.4% | $3,046-23.6% |
| Admin fee / account holder | $7 | $86-91.7% | $11,611-99.9% | $91-92.2% |