Filed June 8, 2012 (most recent of 2 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 60 · EIN 04-2647786 | Sub-TA Fees | $7,475 |
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 | $98,240 | $82,279+19.4% | $77,999+25.9% | $63,975+53.6% |
| Participation rate | 95.7% | 84.7%+11.0pp | 75.5%+20.2pp | 71.1%+24.6pp |
| Annual return | 8.55% | 11.20%-2.6pp | 425.96%-417.4pp | 48.65%-40.1pp |
| Employer contribution / active EE | $6,675 | $3,297+102.5% | $2,470+170.2% | $2,182+205.9% |
| Participant deferral / active EE | $8,140 | $4,538+79.3% | $3,497+132.8% | $3,356+142.5% |
| Admin fee / account holder | $3 | $81-96.4% | $5,480-99.9% | $70-95.9% |