Filed March 5, 2012 (most recent of 4 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 37 · EIN 04-2647786 | Loan Processing | -$116,268 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported that benefits due were not provided when due.
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 | $166,338 | $88,515+87.9% | $162,163+2.6% | $67,579+146.1% |
| Participation rate | 96.7% | 86.8%+9.9pp | 87.6%+9.1pp | 71.3%+25.4pp |
| Annual return | 29.66% | 27.04%+2.6pp | 115.59%-85.9pp | 378.56%-348.9pp |
| Employer contribution / active EE | $8,516 | $3,563+139.0% | $5,614+51.7% | $2,148+296.5% |
| Participant deferral / active EE | $10,052 | $5,724+75.6% | $7,298+37.7% | $3,539+184.0% |
| Admin fee / account holder | -$163 | $124-232.1% | $10,843-101.5% | $142-214.8% |