Filed December 10, 2005
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 26 · EIN 71-0294708 | Advisory (Participants) | $50,217 |
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 | $41,797 | $46,292-9.7% | $143,757-70.9% | $64,808-35.5% |
| Participation rate | 96.4% | 64.2%+32.2pp | 80.3%+16.1pp | 71.5%+25.0pp |
| Annual return | -17.24% | -10.05%-7.2pp | -0.04%-17.2pp | 32.82%-50.1pp |
| Employer contribution / active EE | $2,124 | $1,910+11.2% | $4,951-57.1% | $2,506-15.2% |
| Participant deferral / active EE | $3,417 | $2,646+29.1% | $5,637-39.4% | $4,310-20.7% |
| Admin fee / account holder | $130 | $154-15.5% | $14,673-99.1% | $188-30.8% |