Filed March 22, 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 | $25,050 |
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 | $13,105 | $41,078-68.1% | $80,569-83.7% | $71,457-81.7% |
| Participation rate | 85.3% | 50.2%+35.1pp | 67.0%+18.3pp | 67.9%+17.4pp |
| Annual return | 14.52% | 38.45%-23.9pp | 935.43%-920.9pp | 28.85%-14.3pp |
| Employer contribution / active EE | $370 | $1,506-75.4% | $2,723-86.4% | $2,588-85.7% |
| Participant deferral / active EE | $2,000 | $2,699-25.9% | $4,447-55.0% | $4,289-53.4% |
| Admin fee / account holder | $76 | $1,840-95.9% | $5,377-98.6% | $1,587-95.2% |