Filed August 14, 2008
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 27 · EIN 93-0987232 | Advisory (Plan) | $56,414 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $37,550 |
CORRELL CO.5 years Filed as: CORRELL CO Service code 13 · EIN 36-3492086 | Contract Administrator | $7,036 |
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 | $39,745 | $52,293-24.0% | $178,490-77.7% | $73,409-45.9% |
| Participation rate | 21.5% | 65.3%-43.8pp | 81.9%-60.4pp | 72.2%-50.6pp |
| Annual return | 11.40% | 34.75%-23.3pp | 151.07%-139.7pp | 59.29%-47.9pp |
| Employer contribution / active EE | $316 | $1,735-81.8% | $5,011-93.7% | $2,234-85.9% |
| Participant deferral / active EE | $763 | $2,332-67.3% | $5,202-85.3% | $3,805-80.0% |
| Admin fee / account holder | $209 | $127+63.8% | $13,984-98.5% | $158+32.1% |