Filed April 10, 2007 (most recent of 2 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 19 · EIN 51-0396365 | Securities Custodian | $41,819 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $57,552 | $89,739-35.9% | $149,718-61.6% | $62,292-7.6% |
| Participation rate | 91.7% | 85.1%+6.6pp | 87.1%+4.7pp | 69.5%+22.2pp |
| Annual return | 16.88% | 21.01%-4.1pp | 1501.63%-1484.8pp | 28.90%-12.0pp |
| Employer contribution / active EE | $2,238 | $3,233-30.8% | $5,445-58.9% | $2,042+9.6% |
| Participant deferral / active EE | $2,637 | $4,797-45.0% | $6,569-59.9% | $3,169-16.8% |
| Admin fee / account holder | $249 | $551-54.8% | $11,283-97.8% | $479-48.1% |