Filed January 13, 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 | $6,764 |
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 | $114,406 | $63,905+79.0% | $74,183+54.2% | $57,658+98.4% |
| Participation rate | 93.3% | 79.8%+13.5pp | 76.6%+16.6pp | 70.2%+23.0pp |
| Annual return | 7.88% | 60.60%-52.7pp | 17.74%-9.9pp | 5.13%+2.7pp |
| Employer contribution / active EE | $3,113 | $1,840+69.1% | $2,370+31.3% | $1,974+57.7% |
| Participant deferral / active EE | $11,192 | $3,448+224.6% | $3,550+215.3% | $3,061+265.7% |
| Admin fee / account holder | $11 | $91-88.1% | $5,586-99.8% | $95-88.5% |