Filed October 16, 2014
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 27 · EIN 43-1451524 | Advisory (Plan) | $34,988 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,932 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $115,273 | $101,499+13.6% | $147,005-21.6% | $74,546+54.6% |
| Participation rate | 94.8% | 75.5%+19.3pp | 82.2%+12.7pp | 67.2%+27.6pp |
| Annual return | 23.68% | 8732.34%-8708.7pp | 418.76%-395.1pp | 1366.03%-1342.4pp |
| Employer contribution / active EE | $1,216 | $3,811-68.1% | $4,934-75.3% | $2,624-53.6% |
| Participant deferral / active EE | $8,661 | $7,304+18.6% | $8,070+7.3% | $4,347+99.2% |
| Admin fee / account holder | $322 | $1,748-81.6% | $13,006-97.5% | $1,944-83.5% |