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 | $5,991 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $43,183 | $47,126-8.4% | $149,673-71.1% | $74,419-42.0% |
| Participation rate | 75.3% | 63.4%+11.9pp | 78.8%-3.5pp | 70.7%+4.5pp |
| Annual return | 9.83% | 22.75%-12.9pp | 134.42%-124.6pp | 34.38%-24.6pp |
| Employer contribution / active EE | $1,274 | $1,905-33.2% | $4,818-73.6% | $2,637-51.7% |
| Participant deferral / active EE | $2,217 | $2,728-18.7% | $5,680-61.0% | $4,528-51.0% |
| Admin fee / account holder | $9 | $343-97.4% | $13,210-99.9% | $348-97.4% |