Filed March 13, 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 12 · EIN 13-3689044 | Recordkeeping fees; Finders' fees / p... | $300,295 |
ZOOK DINON PA1+ years Service code 10 · EIN 22-2746484 | Accounting | $10,600 |
STANDARD REGISTER1+ years Service code 10 · EIN 41-0852411 | Accounting | $5,600 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $19,108 | $23,187-17.6% | $67,711-71.8% | $69,651-72.6% |
| Participation rate | 14.5% | 20.5%-6.0pp | 67.5%-53.1pp | 66.6%-52.1pp |
| Annual return | 0.40% | 599.89%-599.5pp | 25.41%-25.0pp | 53.77%-53.4pp |
| Employer contribution / active EE | $91 | $277-67.1% | $2,559-96.4% | $2,241-95.9% |
| Participant deferral / active EE | $300 | $676-55.6% | $3,585-91.6% | $3,635-91.7% |
| Admin fee / account holder | $62 | $65-3.6% | $4,255-98.5% | $63-1.2% |