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 | $83,048 |
PLANTE & MORAN, PLLC1 year Service code 10 · EIN 38-1357951 | Accounting | $27,100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $64,561 | $134,045-51.8% | $80,019-19.3% | $75,289-14.2% |
| Participation rate | 64.1% | 85.8%-21.6pp | 75.8%-11.7pp | 72.4%-8.3pp |
| Annual return | -3.54% | -0.56%-3.0pp | 11.22%-14.8pp | -0.04%-3.5pp |
| Employer contribution / active EE | $1,244 | $3,492-64.4% | $2,468-49.6% | $2,405-48.3% |
| Participant deferral / active EE | $3,613 | $4,976-27.4% | $3,686-2.0% | $3,739-3.3% |
| Admin fee / account holder | $29 | $124-76.3% | $6,521-99.5% | $102-71.3% |