Filed September 3, 2013 (most recent of 4 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 13 · EIN 06-1050034 | Contract Administrator | $6,295 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,331 | $65,061-59.5% | $143,757-81.7% | $66,914-60.6% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -10.82% | -11.14%+0.3pp | -0.04%-10.8pp | 1.58%-12.4pp |
| Employer contribution / active EE | $1,110 | $2,361-53.0% | $4,951-77.6% | $2,544-56.4% |
| Participant deferral / active EE | $3,022 | $2,919+3.5% | $5,637-46.4% | $4,237-28.7% |
| Admin fee / account holder | $32 | $502-93.7% | $14,673-99.8% | $593-94.7% |