Filed June 14, 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 19 · EIN 51-0396365 | Securities Custodian | $1,410 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,384 | $58,879-28.0% | $178,490-76.3% | $73,488-42.3% |
| Participation rate | 72.0% | 66.2%+5.8pp | 81.9%-9.9pp | 70.7%+1.3pp |
| Annual return | 14.85% | 24.86%-10.0pp | 151.07%-136.2pp | 28.51%-13.7pp |
| Employer contribution / active EE | $1,339 | $2,236-40.1% | $5,011-73.3% | $2,270-41.0% |
| Participant deferral / active EE | $4,434 | $2,567+72.7% | $5,202-14.8% | $3,740+18.6% |
| Admin fee / account holder | $3 | $400-99.2% | $13,984-100.0% | $513-99.4% |