Filed March 30, 2009 (most recent of 2 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 4-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 60 · EIN 04-2647786 | Sub-TA Fees | -$92,858 |
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 | $139,824 | $54,890+154.7% | $63,517+120.1% | $59,188+136.2% |
| Participation rate | 99.1% | 75.6%+23.6pp | 71.0%+28.1pp | 69.4%+29.7pp |
| Annual return | 0.71% | 4.56%-3.8pp | -70.30%+71.0pp | 5.51%-4.8pp |
| Employer contribution / active EE | $8,550 | $1,831+367.0% | $2,322+268.2% | $2,098+307.5% |
| Participant deferral / active EE | $10,109 | $2,803+260.7% | $2,953+242.3% | $3,265+209.7% |
| Admin fee / account holder | $34 | $66-49.0% | $5,892-99.4% | $92-63.4% |