Filed May 6, 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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $3,783 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $58,352 | $52,293+11.6% | $178,490-67.3% | $73,409-20.5% |
| Participation rate | 41.9% | 65.3%-23.4pp | 81.9%-40.0pp | 72.2%-30.3pp |
| Annual return | 4.23% | 34.75%-30.5pp | 151.07%-146.8pp | 59.29%-55.1pp |
| Employer contribution / active EE | $804 | $1,735-53.7% | $5,011-84.0% | $2,234-64.0% |
| Participant deferral / active EE | $1,363 | $2,332-41.6% | $5,202-73.8% | $3,805-64.2% |
| Admin fee / account holder | $8 | $127-93.5% | $13,984-99.9% | $158-94.7% |