Filed January 9, 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 13 · EIN 42-0127290 | Contract Administrator | $11,347 |
Service code 49 · EIN 52-2114207 | Other Services | $2,457 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $37,050 | $52,884-29.9% | $84,750-56.3% | $55,167-32.8% |
| Participation rate | 59.3% | 67.5%-8.3pp | 76.6%-17.3pp | 69.0%-9.7pp |
| Annual return | 8.32% | 18.03%-9.7pp | 22.78%-14.5pp | 169.23%-160.9pp |
| Employer contribution / active EE | $646 | $2,233-71.1% | $3,574-81.9% | $1,963-67.1% |
| Participant deferral / active EE | $1,769 | $2,644-33.1% | $3,712-52.3% | $3,054-42.1% |
| Admin fee / account holder | $162 | $581-72.1% | $5,332-97.0% | $504-67.8% |