Filed June 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 |
|---|---|---|
PAYCHEX, INC.1+ years Service code 15 · EIN 16-1124166 | Recordkeeping | $975 |
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 | $65,358 | $53,412+22.4% | $68,509-4.6% | $52,331+24.9% |
| Participation rate | 83.8% | 71.7%+12.1pp | 74.7%+9.1pp | 68.1%+15.7pp |
| Annual return | 0.29% | 3.42%-3.1pp | 8.27%-8.0pp | 4.54%-4.3pp |
| Employer contribution / active EE | $646 | $1,607-59.8% | $2,278-71.7% | $1,882-65.7% |
| Participant deferral / active EE | $3,077 | $2,688+14.5% | $3,382-9.0% | $3,022+1.8% |
| Admin fee / account holder | $12 | $461-97.4% | $5,275-99.8% | $592-98.0% |