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 |
|---|---|---|
MORNINGSTAR3 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $7,093 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $2,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $197,920 | $66,813+196.2% | $100,516+96.9% | $73,488+169.3% |
| Participation rate | 98.2% | 77.5%+20.7pp | 79.4%+18.8pp | 70.7%+27.5pp |
| Annual return | 13.32% | 25.70%-12.4pp | 30.89%-17.6pp | 28.51%-15.2pp |
| Employer contribution / active EE | $0 | $2,147-100.0% | $3,418-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $6,627 | $5,883+12.7% | $6,270+5.7% | $3,740+77.2% |
| Admin fee / account holder | $52 | $512-89.8% | $8,081-99.4% | $513-89.8% |