Filed November 25, 2008 (most recent of 3 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 13 · EIN 34-1781113 | Contract Administrator | $66,111 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $14,910 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $49,562 | $107,440-53.9% | $105,738-53.1% | $55,725-11.1% |
| Participation rate | 30.2% | 55.5%-25.3pp | 76.3%-46.1pp | 70.9%-40.7pp |
| Annual return | 11.94% | -0.59%+12.5pp | 6.27%+5.7pp | 244.93%-233.0pp |
| Employer contribution / active EE | $662 | $1,448-54.3% | $3,268-79.8% | $2,078-68.2% |
| Participant deferral / active EE | $1,257 | $2,171-42.1% | $4,080-69.2% | $3,356-62.5% |
| Admin fee / account holder | $326 | $283+15.2% | $6,913-95.3% | $115+183.4% |