Filed April 1, 2011 (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 3-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 15 · EIN 01-0233346 | Recordkeeping | $684 |
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 | $42,243 | $48,277-12.5% | $63,517-33.5% | $55,191-23.5% |
| Participation rate | 91.1% | 69.4%+21.7pp | 71.0%+20.1pp | 69.2%+22.0pp |
| Annual return | -1.73% | 2.37%-4.1pp | -70.30%+68.6pp | 10.78%-12.5pp |
| Employer contribution / active EE | $1,193 | $1,592-25.1% | $2,322-48.6% | $1,899-37.2% |
| Participant deferral / active EE | $2,747 | $2,432+12.9% | $2,953-7.0% | $3,046-9.8% |
| Admin fee / account holder | $3 | $86-97.0% | $5,892-100.0% | $91-97.1% |