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 | $152,374 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $128,523 | $111,491+15.3% | $189,513-32.2% | $86,799+48.1% |
| Participation rate | 98.0% | 87.3%+10.6pp | 87.8%+10.2pp | 72.3%+25.7pp |
| Annual return | 13.04% | 83.50%-70.5pp | 555.15%-542.1pp | 97.91%-84.9pp |
| Employer contribution / active EE | $3,379 | $3,951-14.5% | $6,162-45.2% | $2,405+40.5% |
| Participant deferral / active EE | $4,501 | $6,437-30.1% | $8,221-45.2% | $4,131+9.0% |
| Admin fee / account holder | $200 | $189+6.2% | $12,045-98.3% | $170+18.2% |