Filed December 19, 2011
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 9-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 52 · EIN 04-1590850 | Indirect Investment Fees | $7,329 |
Employer contribution per participant 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 | $41,246 | $63,905-35.5% | $74,183-44.4% | $57,658-28.5% |
| Participation rate | 90.6% | 79.8%+10.8pp | 76.6%+14.0pp | 70.2%+20.4pp |
| Annual return | 11.25% | 60.60%-49.3pp | 17.74%-6.5pp | 5.13%+6.1pp |
| Employer contribution / active EE | $494 | $1,840-73.2% | $2,370-79.2% | $1,974-75.0% |
| Participant deferral / active EE | $3,798 | $3,448+10.2% | $3,550+7.0% | $3,061+24.1% |
| Admin fee / account holder | $19 | $91-78.9% | $5,586-99.7% | $95-79.7% |