Filed May 17, 2011 (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 64 · EIN 71-0294708 | Recordkeeping Fees | $355 |
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 | $41,166 | $63,924-35.6% | $108,579-62.1% | $55,167-25.4% |
| Participation rate | 78.3% | 74.3%+3.9pp | 79.6%-1.3pp | 69.0%+9.3pp |
| Annual return | 6.04% | 15.31%-9.3pp | -51.70%+57.7pp | 169.23%-163.2pp |
| Employer contribution / active EE | $0 | $1,879-100.0% | $3,758-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,800 | $3,067-8.7% | $4,311-35.0% | $3,054-8.3% |
| Admin fee / account holder | $69 | $618-88.8% | $7,645-99.1% | $504-86.2% |