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 13 · EIN 06-1050034 | Contract Administrator | $92,880 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,583 | $46,292-8.0% | $143,757-70.4% | $64,808-34.3% |
| Participation rate | 100.0% | 64.2%+35.8pp | 80.3%+19.7pp | 71.5%+28.5pp |
| Annual return | -16.19% | -10.05%-6.1pp | -0.04%-16.2pp | 32.82%-49.0pp |
| Employer contribution / active EE | $671 | $1,910-64.8% | $4,951-86.4% | $2,506-73.2% |
| Participant deferral / active EE | $3,555 | $2,646+34.4% | $5,637-36.9% | $4,310-17.5% |
| Admin fee / account holder | $85 | $154-44.5% | $14,673-99.4% | $188-54.5% |