Filed September 12, 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 41-0417830 | Contract Administrator | $2,883 |
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 | $57,341 | $110,094-47.9% | $151,611-62.2% | $68,494-16.3% |
| Participation rate | 85.7% | 84.0%+1.8pp | 87.5%-1.8pp | 67.9%+17.8pp |
| Annual return | -14.23% | -10.12%-4.1pp | 3.33%-17.6pp | -7.84%-6.4pp |
| Employer contribution / active EE | $1,506 | $4,471-66.3% | $6,166-75.6% | $2,596-42.0% |
| Participant deferral / active EE | $4,481 | $6,527-31.4% | $8,363-46.4% | $4,027+11.3% |
| Admin fee / account holder | $28 | $7,719-99.6% | $11,616-99.8% | $5,403-99.5% |