Filed June 17, 2012
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 13 · EIN 42-0127290 | Contract Administrator | $108,632 |
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 | $61,384 | $130,141-52.8% | $86,677-29.2% | $77,904-21.2% |
| Participation rate | 94.8% | 85.9%+8.9pp | 76.6%+18.2pp | 73.7%+21.1pp |
| Annual return | -15.88% | -12.75%-3.1pp | 35.91%-51.8pp | 12.21%-28.1pp |
| Employer contribution / active EE | $2,398 | $3,220-25.5% | $2,836-15.5% | $2,848-15.8% |
| Participant deferral / active EE | $3,330 | $5,757-42.2% | $4,656-28.5% | $4,806-30.7% |
| Admin fee / account holder | $48 | $132-63.5% | $7,493-99.4% | $133-63.7% |