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 | Sales loads (front end and deferred);... | $652,486 |
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 | $28,068 | $83,057-66.2% | $143,757-80.5% | $89,394-68.6% |
| Participation rate | 78.5% | 74.0%+4.5pp | 80.3%-1.8pp | 71.3%+7.2pp |
| Annual return | -15.98% | -13.97%-2.0pp | -0.04%-15.9pp | -11.89%-4.1pp |
| Employer contribution / active EE | $0 | $2,095-100.0% | $4,951-100.0% | $3,022-100.0% |
| Participant deferral / active EE | $4,272 | $4,281-0.2% | $5,637-24.2% | $5,123-16.6% |
| Admin fee / account holder | $36 | $83-56.2% | $14,673-99.8% | $79-54.2% |