Filed December 16, 2013 (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 13-2638166 | Advisory (Plan) | $25,545 |
Service code 37 · EIN 04-2647786 | Loan Processing | $23,979 |
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 | $166,411 | $89,652+85.6% | $141,162+17.9% | $65,185+155.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 24.84% | 32.79%-8.0pp | 71.39%-46.6pp | 29.38%-4.5pp |
| Employer contribution / active EE | $12,513 | $3,065+308.3% | $4,735+164.3% | $2,177+474.9% |
| Participant deferral / active EE | $10,741 | $5,691+88.7% | $6,709+60.1% | $3,514+205.7% |
| Admin fee / account holder | $279 | $569-50.9% | $10,261-97.3% | $847-67.0% |