Filed June 14, 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 64 · EIN 71-0294708 | Recordkeeping Fees | $542,532 |
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 | $83,769 | $63,964+31.0% | $147,614-43.3% | $67,505+24.1% |
| Participation rate | 98.7% | 68.6%+30.1pp | 84.6%+14.1pp | 71.2%+27.5pp |
| Annual return | 2.14% | 9.05%-6.9pp | 61.98%-59.8pp | 6.52%-4.4pp |
| Employer contribution / active EE | $2,258 | $1,618+39.5% | $5,564-59.4% | $2,173+3.9% |
| Participant deferral / active EE | $7,769 | $2,589+200.1% | $4,895+58.7% | $3,597+116.0% |
| Admin fee / account holder | $46 | $43+7.8% | $11,611-99.6% | $56-17.8% |