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 | $8,065 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $48,325 | $46,292+4.4% | $143,757-66.4% | $64,808-25.4% |
| Participation rate | 63.1% | 64.2%-1.2pp | 80.3%-17.2pp | 71.5%-8.4pp |
| Annual return | -7.31% | -10.05%+2.7pp | -0.04%-7.3pp | 32.82%-40.1pp |
| Employer contribution / active EE | $1,220 | $1,910-36.1% | $4,951-75.4% | $2,506-51.3% |
| Participant deferral / active EE | $1,963 | $2,646-25.8% | $5,637-65.2% | $4,310-54.5% |
| Admin fee / account holder | $7 | $154-95.6% | $14,673-100.0% | $188-96.4% |