Filed January 26, 2012 (most recent of 3 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 |
|---|---|---|
DISANTO PRIEST & CO.1 year Service code 10 · EIN 57-1139864 | Accounting | $11,500 |
Filed as: FIDELITY INV INST OPER COMPANY INC. Service code 60 · EIN 04-2647786 | Sub-TA Fees | $575 |
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 | $124,103 | $68,408+81.4% | $57,179+117.0% | $57,658+115.2% |
| Participation rate | 73.3% | 79.1%-5.8pp | 75.3%-2.0pp | 70.2%+3.1pp |
| Annual return | 6.86% | 8.51%-1.6pp | 14.59%-7.7pp | 5.13%+1.7pp |
| Employer contribution / active EE | $2,480 | $2,869-13.6% | $2,682-7.5% | $1,974+25.7% |
| Participant deferral / active EE | $5,316 | $2,903+83.1% | $3,096+71.7% | $3,061+73.7% |
| Admin fee / account holder | $44 | $70-37.5% | $3,139-98.6% | $95-53.9% |