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 | $12,275 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,288 | $51,197-74.0% | $82,719-83.9% | $66,914-80.1% |
| Participation rate | 72.8% | 67.8%+5.0pp | 72.6%+0.3pp | 69.8%+3.0pp |
| Annual return | -12.22% | -9.64%-2.6pp | 701.18%-713.4pp | 1.58%-13.8pp |
| Employer contribution / active EE | $556 | $2,611-78.7% | $3,009-81.5% | $2,544-78.2% |
| Participant deferral / active EE | $1,388 | $3,458-59.9% | $4,395-68.4% | $4,237-67.2% |
| Admin fee / account holder | $106 | $416-74.5% | $5,329-98.0% | $593-82.1% |