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 | $76,435 |
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 | $50,878 | $40,522+25.6% | $84,611-39.9% | $67,579-24.7% |
| Participation rate | 31.5% | 51.1%-19.6pp | 68.2%-36.7pp | 71.3%-39.7pp |
| Annual return | 23.15% | 32.72%-9.6pp | 258.74%-235.6pp | 378.56%-355.4pp |
| Employer contribution / active EE | $225 | $1,146-80.3% | $2,652-91.5% | $2,148-89.5% |
| Participant deferral / active EE | $1,288 | $2,132-39.6% | $3,899-67.0% | $3,539-63.6% |
| Admin fee / account holder | $5 | $145-96.5% | $4,912-99.9% | $142-96.4% |