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 and information managem... | $886,935 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $32,216 | $68,330-52.9% | $149,673-78.5% | $96,393-66.6% |
| Participation rate | 81.9% | 74.6%+7.3pp | 78.8%+3.1pp | 71.3%+10.6pp |
| Annual return | 19.08% | 29.64%-10.6pp | 134.42%-115.3pp | 22.88%-3.8pp |
| Employer contribution / active EE | $1 | $2,139-100.0% | $4,818-100.0% | $3,238-100.0% |
| Participant deferral / active EE | $4,621 | $4,422+4.5% | $5,680-18.6% | $5,455-15.3% |
| Admin fee / account holder | $44 | $52-16.2% | $13,210-99.7% | $74-41.0% |