Filed March 10, 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 8-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 21 · EIN 66-0561870 | Bank Trustee | $10,545 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $14,578 | $60,323-75.8% | $81,812-82.2% | $74,495-80.4% |
| Participation rate | 73.5% | 62.9%+10.7pp | 72.3%+1.2pp | 67.2%+6.3pp |
| Annual return | 10.24% | 16.90%-6.7pp | 773.79%-763.6pp | 1364.94%-1354.7pp |
| Employer contribution / active EE | $568 | $2,620-78.3% | $2,912-80.5% | $2,623-78.3% |
| Participant deferral / active EE | $1,421 | $3,387-58.1% | $4,319-67.1% | $4,346-67.3% |
| Admin fee / account holder | $41 | $1,486-97.3% | $7,386-99.4% | $1,942-97.9% |