Filed February 24, 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 15 · EIN 84-0467907 | Recordkeeping | $118,132 |
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 | $115,461 | $111,608+3.5% | $177,821-35.1% | $73,409+57.3% |
| Participation rate | 98.0% | 87.9%+10.2pp | 87.7%+10.3pp | 72.2%+25.9pp |
| Annual return | 14.75% | 18.23%-3.5pp | 48.32%-33.6pp | 59.29%-44.5pp |
| Employer contribution / active EE | $3,052 | $3,796-19.6% | $5,918-48.4% | $2,234+36.6% |
| Participant deferral / active EE | $3,938 | $6,199-36.5% | $7,714-48.9% | $3,805+3.5% |
| Admin fee / account holder | $158 | $166-4.5% | $12,427-98.7% | $158+0.2% |