Filed July 28, 2014
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 6-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 |
|---|---|---|
PAYCHEX, INC.1+ years Service code 15 · EIN 16-1124166 | Recordkeeping | $1,862 |
Annual investment return 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 | $29,970 | $55,182-45.7% | $73,307-59.1% | $55,191-45.7% |
| Participation rate | 78.0% | 73.9%+4.1pp | 74.9%+3.1pp | 69.2%+8.9pp |
| Annual return | -0.82% | 8.55%-9.4pp | 5.67%-6.5pp | 10.78%-11.6pp |
| Employer contribution / active EE | $2,615 | $1,935+35.2% | $3,237-19.2% | $1,899+37.7% |
| Participant deferral / active EE | $4,878 | $4,641+5.1% | $4,991-2.3% | $3,046+60.1% |
| Admin fee / account holder | $8 | $68-88.3% | $5,637-99.9% | $91-91.2% |