Filed February 12, 2010 (most recent of 2 filings on file)
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 49 · EIN 13-5674085 | Other Services | $16,833 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,472 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $71,976 | $157,755-54.4% | $109,313-34.2% | - |
| Participation rate | 71.7% | 56.0%+15.7pp | 71.3%+0.5pp | - |
| Annual return | 6.43% | 5.09%+1.3pp | 22.07%-15.6pp | - |
| Employer contribution / active EE | $5,051 | $1,256+302.3% | $3,892+29.8% | - |
| Participant deferral / active EE | $2,358 | $2,072+13.8% | $3,166-25.5% | - |
| Admin fee / account holder | $15 | $7,421-99.8% | $5,666-99.7% | - |