Filed September 1, 2010 (most recent of 6 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 27 · EIN 35-1588335 | Advisory (Plan) | $115,812 |
Service code 37 · EIN 04-2647786 | Loan Processing | $56,016 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $93,330 | $57,921+61.1% | $84,750+10.1% | $57,658+61.9% |
| Participation rate | 93.2% | 72.9%+20.3pp | 76.6%+16.6pp | 70.2%+23.0pp |
| Annual return | 9.51% | 10.24%-0.7pp | 22.78%-13.3pp | 5.13%+4.4pp |
| Employer contribution / active EE | $4,607 | $2,598+77.3% | $3,574+28.9% | $1,974+133.4% |
| Participant deferral / active EE | $3,851 | $2,742+40.5% | $3,712+3.8% | $3,061+25.8% |
| Admin fee / account holder | $336 | $130+158.8% | $5,332-93.7% | $95+255.0% |