Filed January 6, 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 37 · EIN 04-2647786 | Loan Processing | $18,424 |
CFO4LIFE3+ years Service code 27 · EIN 20-4413352 | Advisory (Plan) | $16,568 |
FIDUCIARY CONSULTING GROUP3+ years Service code 16 · EIN 20-2807852 | Consulting | $14,650 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $0 | $54,368-100.0% | $117,039-100.0% | $62,292-100.0% |
| Participation rate | 0.0% | 64.9%-64.9pp | 77.2%-77.2pp | 69.5%-69.5pp |
| Annual return | 17.66% | 21.77%-4.1pp | 18.95%-1.3pp | 28.90%-11.2pp |
| Employer contribution / active EE | $1,197 | $1,692-29.3% | $3,785-68.4% | $2,042-41.4% |
| Participant deferral / active EE | $2,775 | $2,269+22.3% | $3,929-29.4% | $3,169-12.4% |
| Admin fee / account holder | $0 | $493-100.0% | $5,974-100.0% | $479-100.0% |