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 | $14,259 |
Service code 49 · EIN 52-2114207 | Other Services | $2,188 |
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 | $36,460 | $55,449-34.2% | $83,848-56.5% | $56,287-35.2% |
| Participation rate | 74.5% | 68.0%+6.5pp | 76.1%-1.6pp | 69.9%+4.7pp |
| Annual return | -7.54% | -1.38%-6.2pp | 850.88%-858.4pp | -9.96%+2.4pp |
| Employer contribution / active EE | $826 | $2,430-66.0% | $3,631-77.2% | $2,111-60.9% |
| Participant deferral / active EE | $2,378 | $2,935-19.0% | $4,082-41.7% | $3,350-29.0% |
| Admin fee / account holder | $157 | $656-76.1% | $5,478-97.1% | $521-69.9% |