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 27 · EIN 13-5674085 | Advisory (Plan) | $14,118 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,540 |
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 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 | $84,381 | $63,156+33.6% | $122,332-31.0% | $62,292+35.5% |
| Participation rate | 68.2% | 60.0%+8.2pp | 71.6%-3.5pp | 69.5%-1.3pp |
| Annual return | 19.82% | 20.61%-0.8pp | 30.27%-10.5pp | 28.90%-9.1pp |
| Employer contribution / active EE | $4,545 | $1,385+228.2% | $4,050+12.2% | $2,042+122.6% |
| Participant deferral / active EE | $1,964 | $2,321-15.4% | $3,287-40.3% | $3,169-38.0% |
| Admin fee / account holder | $14 | $440-96.7% | $5,478-99.7% | $479-97.0% |