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 | $965 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $54,101 | $69,159-21.8% | $125,175-56.8% | $67,579-19.9% |
| Participation rate | 80.9% | 78.2%+2.7pp | 79.8%+1.2pp | 71.3%+9.7pp |
| Annual return | 19.07% | 27.12%-8.0pp | 43.79%-24.7pp | 378.56%-359.5pp |
| Employer contribution / active EE | $1 | $2,023-100.0% | $3,865-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $3,069 | $3,700-17.1% | $4,937-37.8% | $3,539-13.3% |
| Admin fee / account holder | $3 | $142-97.7% | $9,702-100.0% | $142-97.7% |