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 | $8,659 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $14,392 | $58,264-75.3% | $86,612-83.4% | $71,457-79.9% |
| Participation rate | 73.4% | 65.0%+8.4pp | 71.7%+1.7pp | 67.9%+5.5pp |
| Annual return | 11.37% | 21.63%-10.3pp | 591.07%-579.7pp | 28.85%-17.5pp |
| Employer contribution / active EE | $514 | $2,574-80.0% | $3,022-83.0% | $2,588-80.1% |
| Participant deferral / active EE | $1,267 | $3,436-63.1% | $4,438-71.5% | $4,289-70.5% |
| Admin fee / account holder | $35 | $1,057-96.7% | $5,614-99.4% | $1,587-97.8% |