Filed August 3, 2012 (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 37 · EIN 04-2647786 | Loan Processing | $32,040 |
PLANTE & MORAN, PLLC1 year Service code 10 · EIN 38-1357951 | Accounting | $10,000 |
Form 5500 reported that benefits due were not provided when due.
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 | $130,830 | $134,045-2.4% | $80,019+63.5% | $75,289+73.8% |
| Participation rate | 95.7% | 85.8%+9.9pp | 75.8%+19.8pp | 72.4%+23.3pp |
| Annual return | -3.76% | -0.56%-3.2pp | 11.22%-15.0pp | -0.04%-3.7pp |
| Employer contribution / active EE | $6,002 | $3,492+71.9% | $2,468+143.2% | $2,405+149.6% |
| Participant deferral / active EE | $7,646 | $4,976+53.6% | $3,686+107.4% | $3,739+104.5% |
| Admin fee / account holder | $18 | $124-85.7% | $6,521-99.7% | $102-82.7% |