Filed December 18, 2008
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 | $350 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $260,724 | $59,535+337.9% | $90,160+189.2% | $62,292+318.5% |
| Participation rate | 96.3% | 73.0%+23.2pp | 76.9%+19.4pp | 69.5%+26.8pp |
| Annual return | 18.06% | 23.53%-5.5pp | 34.88%-16.8pp | 28.90%-10.8pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $3,318-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $6,818 | $4,639+47.0% | $5,288+28.9% | $3,169+115.1% |
| Admin fee / account holder | $63 | $337-81.2% | $5,943-98.9% | $479-86.8% |