Filed February 24, 2006 (most recent of 4 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 | $22,737 |
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 | $63,795 | $86,897-26.6% | $151,611-57.9% | $64,808-1.6% |
| Participation rate | 94.6% | 87.3%+7.3pp | 87.5%+7.1pp | 71.5%+23.1pp |
| Annual return | -18.69% | -3.57%-15.1pp | 3.33%-22.0pp | 32.82%-51.5pp |
| Employer contribution / active EE | $3,290 | $4,010-18.0% | $6,166-46.6% | $2,506+31.3% |
| Participant deferral / active EE | $7,397 | $6,690+10.6% | $8,363-11.6% | $4,310+71.6% |
| Admin fee / account holder | $35 | $153-77.1% | $11,616-99.7% | $188-81.3% |