Filed May 8, 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 19 · EIN 51-0396365 | Securities Custodian | $41,465 |
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 | $20,719 | $50,127-58.7% | $149,673-86.2% | $80,160-74.2% |
| Participation rate | 88.2% | 64.3%+23.9pp | 78.8%+9.4pp | 72.9%+15.3pp |
| Annual return | 16.03% | 29.82%-13.8pp | 134.42%-118.4pp | 40.38%-24.3pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $4,818-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $3,061 | $3,194-4.2% | $5,680-46.1% | $5,017-39.0% |
| Admin fee / account holder | $11 | $153-92.8% | $13,210-99.9% | $145-92.4% |