Filed March 31, 2010
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 51 · EIN 02-4751585 | Investment Mgmt Fees | $22,500 |
CARON & BLETZER, PLLC3 years Service code 10 · EIN 04-3499945 | Accounting | $8,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$16,807 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $53,430 | $105,190-49.2% | $98,907-46.0% | $90,288-40.8% |
| Participation rate | 88.5% | 86.4%+2.1pp | 76.0%+12.5pp | 73.4%+15.1pp |
| Annual return | 16.02% | 18.52%-2.5pp | 196.43%-180.4pp | 53.97%-38.0pp |
| Employer contribution / active EE | $723 | $3,831-81.1% | $2,689-73.1% | $2,524-71.3% |
| Participant deferral / active EE | $3,019 | $5,616-46.2% | $4,244-28.9% | $4,232-28.7% |
| Admin fee / account holder | $39 | $97-60.2% | $6,642-99.4% | $114-66.0% |