Filed December 10, 2014
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 19 · EIN 51-0396365 | Securities Custodian | $107,776 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $79,373 | $52,293+51.8% | $178,490-55.5% | $73,409+8.1% |
| Participation rate | 52.1% | 65.3%-13.2pp | 81.9%-29.8pp | 72.2%-20.0pp |
| Annual return | 14.57% | 34.75%-20.2pp | 151.07%-136.5pp | 59.29%-44.7pp |
| Employer contribution / active EE | $3,663 | $1,735+111.1% | $5,011-26.9% | $2,234+64.0% |
| Participant deferral / active EE | $3,196 | $2,332+37.0% | $5,202-38.6% | $3,805-16.0% |
| Admin fee / account holder | $188 | $127+47.7% | $13,984-98.7% | $158+19.1% |