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 | Investment management; Finders' fees ... | $332,355 |
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.
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 | $33,829 | $46,969-28.0% | $154,107-78.0% | $73,367-53.9% |
| Participation rate | 43.3% | 72.4%-29.1pp | 83.0%-39.8pp | 69.5%-26.2pp |
| Annual return | 2.16% | 821.68%-819.5pp | 735.12%-733.0pp | 173.45%-171.3pp |
| Employer contribution / active EE | $7 | $1,723-99.6% | $5,298-99.9% | $2,499-99.7% |
| Participant deferral / active EE | $2,271 | $3,162-28.2% | $5,081-55.3% | $4,033-43.7% |
| Admin fee / account holder | $47 | $47-0.1% | $13,411-99.7% | $68-31.9% |