Filed February 18, 2010 (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 | $2,686 |
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 | $102,558 | $43,423+136.2% | $78,689+30.3% | $55,167+85.9% |
| Participation rate | 94.3% | 68.0%+26.3pp | 73.6%+20.8pp | 69.0%+25.4pp |
| Annual return | 5.57% | 11.53%-6.0pp | 62.18%-56.6pp | 169.23%-163.7pp |
| Employer contribution / active EE | $1,755 | $1,997-12.1% | $2,851-38.5% | $1,963-10.6% |
| Participant deferral / active EE | $6,592 | $2,509+162.8% | $3,517+87.4% | $3,054+115.8% |
| Admin fee / account holder | $1 | $416-99.6% | $4,510-100.0% | $504-99.7% |