Filed June 17, 2006 (most recent of 6 filings on file)
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 | $1,119 |
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 | $184,836 | $80,724+129.0% | $103,333+78.9% | $74,495+148.1% |
| Participation rate | 90.2% | 65.7%+24.5pp | 74.5%+15.7pp | 67.2%+23.0pp |
| Annual return | 16.10% | 27.56%-11.5pp | 24.88%-8.8pp | 1364.94%-1348.8pp |
| Employer contribution / active EE | $8,788 | $3,157+178.4% | $3,868+127.2% | $2,623+235.0% |
| Participant deferral / active EE | $15,620 | $3,860+304.6% | $5,057+208.9% | $4,346+259.4% |
| Admin fee / account holder | $9 | $2,368-99.6% | $8,355-99.9% | $1,942-99.5% |