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 15 · EIN 35-0145825 | Recordkeeping | $30,693 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $36,404 | $36,916-1.4% | $156,549-76.7% | $57,658-36.9% |
| Participation rate | 36.3% | 63.4%-27.1pp | 84.0%-47.7pp | 70.2%-33.9pp |
| Annual return | 8.34% | 12.38%-4.0pp | 32.23%-23.9pp | 5.13%+3.2pp |
| Employer contribution / active EE | $411 | $1,571-73.8% | $5,501-92.5% | $1,974-79.2% |
| Participant deferral / active EE | $927 | $1,926-51.9% | $4,871-81.0% | $3,061-69.7% |
| Admin fee / account holder | $13 | $82-84.7% | $13,027-99.9% | $95-86.7% |