Filed June 14, 2008 (most recent of 2 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 15 · EIN 35-0145825 | Recordkeeping | $4,540 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $40,734 | $27,330+49.0% | $67,711-39.8% | $55,191-26.2% |
| Participation rate | 19.8% | 47.5%-27.8pp | 67.5%-47.7pp | 69.2%-49.4pp |
| Annual return | -0.64% | 8.81%-9.4pp | 25.41%-26.0pp | 10.78%-11.4pp |
| Employer contribution / active EE | $43 | $855-95.0% | $2,559-98.3% | $1,899-97.7% |
| Participant deferral / active EE | $585 | $1,709-65.7% | $3,585-83.7% | $3,046-80.8% |
| Admin fee / account holder | $23 | $109-78.6% | $4,255-99.4% | $91-74.2% |