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 | $2,508 |
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 | $43,975 | $44,473-1.1% | $76,523-42.5% | $55,725-21.1% |
| Participation rate | 26.0% | 51.0%-24.9pp | 68.0%-42.0pp | 70.9%-44.8pp |
| Annual return | -5.84% | -2.01%-3.8pp | -0.27%-5.6pp | 244.93%-250.8pp |
| Employer contribution / active EE | $172 | $1,101-84.4% | $2,647-93.5% | $2,078-91.7% |
| Participant deferral / active EE | $907 | $1,988-54.4% | $3,835-76.4% | $3,356-73.0% |
| Admin fee / account holder | $19 | $134-85.5% | $4,848-99.6% | $115-83.1% |