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 | $1,252 |
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.
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 | $50,087 | $31,424+59.4% | $81,478-38.5% | $69,631-28.1% |
| Participation rate | 23.2% | 50.8%-27.6pp | 68.0%-44.7pp | 70.7%-47.5pp |
| Annual return | 16.54% | 22.44%-5.9pp | 38.78%-22.2pp | 27571.02%-27554.5pp |
| Employer contribution / active EE | $50 | $1,029-95.2% | $2,568-98.1% | $2,032-97.5% |
| Participant deferral / active EE | $787 | $1,838-57.2% | $3,537-77.8% | $3,224-75.6% |
| Admin fee / account holder | $15 | $103-85.5% | $4,561-99.7% | $110-86.6% |