Filed December 1, 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 | $45,136 |
Form 5500 reported that benefits due were not provided when due.
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 | $61,323 | $62,943-2.6% | $142,863-57.1% | $93,030-34.1% |
| Participation rate | 77.3% | 63.3%+13.9pp | 71.9%+5.3pp | 73.9%+3.4pp |
| Annual return | 16.09% | 16.28%-0.2pp | 5637.54%-5621.4pp | 158.70%-142.6pp |
| Employer contribution / active EE | $1,623 | $1,374+18.2% | $4,144-60.8% | $2,706-40.0% |
| Participant deferral / active EE | $3,487 | $2,841+22.7% | $3,837-9.1% | $4,562-23.6% |
| Admin fee / account holder | $27 | $103-73.4% | $6,560-99.6% | $152-82.0% |