Filed January 3, 2014
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 64 · EIN 71-0294708 | Recordkeeping Fees | $8,897 |
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 | $60,240 | $69,763-13.7% | $67,502-10.8% | $74,495-19.1% |
| Participation rate | 92.1% | 71.4%+20.8pp | 72.9%+19.3pp | 67.2%+24.9pp |
| Annual return | 14.65% | -40.34%+55.0pp | 3512.12%-3497.5pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $1,590 | $2,704-41.2% | $2,731-41.8% | $2,623-39.4% |
| Participant deferral / active EE | $3,193 | $3,636-12.2% | $4,000-20.2% | $4,346-26.5% |
| Admin fee / account holder | $32 | $896-96.5% | $3,998-99.2% | $1,942-98.4% |