Filed May 3, 2010 (most recent of 3 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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $84,162 |
GEORGE T RHEIN CPA PC1+ years Service code 15 · EIN 27-4463098 | Recordkeeping | $8,500 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,706 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $68,715 | $80,177-14.3% | $123,892-44.5% | $57,658+19.2% |
| Participation rate | 26.2% | 74.4%-48.2pp | 81.4%-55.2pp | 70.2%-44.0pp |
| Annual return | 5.49% | 17.90%-12.4pp | 47.52%-42.0pp | 5.13%+0.4pp |
| Employer contribution / active EE | $0 | $2,913-100.0% | $4,617-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $2,961 | $5,130-42.3% | $5,984-50.5% | $3,061-3.3% |
| Admin fee / account holder | $50 | $106-52.9% | $8,357-99.4% | $95-47.1% |