Filed May 31, 2008
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 26 · EIN 93-1249395 | Advisory (Participants) | $24,404 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $314 |
Annual investment return 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 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 | $77,028 | $58,523+31.6% | $99,443-22.5% | $72,985+5.5% |
| Participation rate | 93.3% | 64.6%+28.7pp | 73.8%+19.5pp | 69.5%+23.8pp |
| Annual return | 4.03% | 28.51%-24.5pp | 30.72%-26.7pp | 81.00%-77.0pp |
| Employer contribution / active EE | $2,150 | $1,512+42.2% | $2,540-15.3% | $2,440-11.9% |
| Participant deferral / active EE | $3,266 | $2,606+25.3% | $3,619-9.7% | $3,607-9.5% |
| Admin fee / account holder | $261 | $4,102-93.6% | $6,250-95.8% | $5,124-94.9% |