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 64 · EIN 71-0294708 | Recordkeeping Fees | $57,190 |
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 | $57,250 | $50,815+12.7% | $155,509-63.2% | $77,643-26.3% |
| Participation rate | 99.3% | 63.1%+36.2pp | 78.2%+21.1pp | 70.6%+28.7pp |
| Annual return | 15.82% | 34.80%-19.0pp | 64.67%-48.8pp | 31.24%-15.4pp |
| Employer contribution / active EE | $2,588 | $1,993+29.9% | $4,672-44.6% | $2,726-5.0% |
| Participant deferral / active EE | $4,158 | $2,822+47.3% | $5,626-26.1% | $4,647-10.5% |
| Admin fee / account holder | $132 | $437-69.7% | $15,912-99.2% | $430-69.3% |