Filed December 27, 2013
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 55 · EIN 35-2552359 | Other Commissions | $39,550 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,350 |
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 | $73,269 | $56,443+29.8% | $83,848-12.6% | $55,725+31.5% |
| Participation rate | 77.4% | 72.0%+5.4pp | 76.1%+1.3pp | 70.9%+6.6pp |
| Annual return | -4.66% | 393.67%-398.3pp | 850.88%-855.5pp | 244.93%-249.6pp |
| Employer contribution / active EE | $1,004 | $2,682-62.5% | $3,631-72.3% | $2,078-51.7% |
| Participant deferral / active EE | $4,113 | $2,965+38.7% | $4,082+0.8% | $3,356+22.6% |
| Admin fee / account holder | $10 | $156-93.7% | $5,478-99.8% | $115-91.4% |