Filed August 11, 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 37 · EIN 04-2647786 | Loan Processing | $11,907 |
BRODY & ASSOCIATES P.A1+ years Service code 10 · EIN 65-0538367 | Accounting | $6,320 |
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 | $122,888 | $56,054+119.2% | $171,082-28.2% | $62,891+95.4% |
| Participation rate | 77.0% | 62.9%+14.2pp | 76.7%+0.4pp | 69.3%+7.7pp |
| Annual return | 9.83% | 22.52%-12.7pp | 32.56%-22.7pp | 20.14%-10.3pp |
| Employer contribution / active EE | $2,952 | $1,731+70.5% | $4,002-26.2% | $2,281+29.4% |
| Participant deferral / active EE | $6,372 | $3,158+101.8% | $4,797+32.8% | $3,203+99.0% |
| Admin fee / account holder | $241 | $3,647-93.4% | $8,520-97.2% | $4,296-94.4% |