Filed February 21, 2010
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 |
|---|---|---|
INGHAM & COMPANY2+ years Service code 13 · EIN 65-0170152 | Contract Administrator | $203,664 |
RELIANCE TRUST COMPANY2+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $22,122 |
NATIONAL FINANCIAL SERVICES2+ years Service code 13 · EIN 04-3523567 | Contract Administrator | $13,587 |
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 | $38,524 | $80,354-52.1% | $133,980-71.2% | $63,975-39.8% |
| Participation rate | 96.9% | 87.5%+9.4pp | 87.1%+9.8pp | 71.1%+25.8pp |
| Annual return | 11.42% | 13.11%-1.7pp | 29.30%-17.9pp | 48.65%-37.2pp |
| Employer contribution / active EE | $3,317 | $3,503-5.3% | $5,211-36.3% | $2,182+52.0% |
| Participant deferral / active EE | $5,874 | $5,239+12.1% | $6,282-6.5% | $3,356+75.0% |
| Admin fee / account holder | $111 | $69+60.1% | $9,324-98.8% | $70+57.5% |