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 | $520 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,812 | $86,655-46.0% | $119,609-60.9% | $66,914-30.0% |
| Participation rate | 77.8% | 75.6%+2.2pp | 79.3%-1.5pp | 69.8%+8.0pp |
| Annual return | -16.55% | -8.00%-8.6pp | -14.97%-1.6pp | 1.58%-18.1pp |
| Employer contribution / active EE | $398 | $2,536-84.3% | $4,232-90.6% | $2,544-84.4% |
| Participant deferral / active EE | $4,101 | $4,358-5.9% | $5,602-26.8% | $4,237-3.2% |
| Admin fee / account holder | $2 | $755-99.7% | $10,323-100.0% | $593-99.7% |