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 & COMPANY3+ years Service code 13 · EIN 65-0170152 | Contract Administrator | $200,446 |
RELIANCE TRUST COMPANY3+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $26,638 |
NATIONAL FINANCIAL SERVICES3+ years Service code 13 · EIN 04-3523567 | Contract Administrator | $19,890 |
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 | $50,747 | $89,274-43.2% | $149,718-66.1% | $77,958-34.9% |
| Participation rate | 97.6% | 87.6%+10.0pp | 87.1%+10.6pp | 71.6%+26.0pp |
| Annual return | 21.99% | 20.36%+1.6pp | 1501.63%-1479.6pp | 20.87%+1.1pp |
| Employer contribution / active EE | $3,525 | $3,727-5.4% | $5,445-35.3% | $2,310+52.6% |
| Participant deferral / active EE | $6,132 | $5,382+13.9% | $6,569-6.7% | $3,537+73.4% |
| Admin fee / account holder | $115 | $240-52.1% | $11,283-99.0% | $97+18.0% |