Filed August 14, 2009 (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 12 · EIN 13-3689044 | Recordkeeping fees; Participant loan ... | $158,677 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $41,648 | $53,684-22.4% | $170,442-75.6% | $80,976-48.6% |
| Participation rate | 39.4% | 69.2%-29.8pp | 83.6%-44.2pp | 68.3%-28.9pp |
| Annual return | 20.43% | 25.97%-5.5pp | 205.93%-185.5pp | 22.91%-2.5pp |
| Employer contribution / active EE | $6 | $1,642-99.6% | $5,433-99.9% | $2,402-99.8% |
| Participant deferral / active EE | $2,205 | $3,017-26.9% | $4,939-55.4% | $3,848-42.7% |
| Admin fee / account holder | $31 | $46-33.9% | $13,880-99.8% | $67-54.5% |