Filed May 1, 2009 (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 52 · EIN 04-1590850 | Indirect Investment Fees | $10,205 |
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 | $40,946 | $68,413-40.1% | $123,104-66.7% | $55,191-25.8% |
| Participation rate | 94.0% | 84.5%+9.5pp | 86.8%+7.2pp | 69.2%+24.8pp |
| Annual return | 1.87% | 6.30%-4.4pp | 13.22%-11.3pp | 10.78%-8.9pp |
| Employer contribution / active EE | $1,859 | $3,050-39.1% | $5,151-63.9% | $1,899-2.1% |
| Participant deferral / active EE | $3,104 | $4,490-30.9% | $6,230-50.2% | $3,046+1.9% |
| Admin fee / account holder | $36 | $88-59.2% | $9,015-99.6% | $91-60.6% |