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 | $74,620 |
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 | $59,815 | $39,948+49.7% | $89,391-33.1% | $73,409-18.5% |
| Participation rate | 31.2% | 50.4%-19.3pp | 68.0%-36.8pp | 72.2%-41.0pp |
| Annual return | 15.26% | 50.12%-34.9pp | 245.62%-230.4pp | 59.29%-44.0pp |
| Employer contribution / active EE | $262 | $1,200-78.2% | $2,586-89.9% | $2,234-88.3% |
| Participant deferral / active EE | $1,309 | $2,193-40.3% | $3,890-66.3% | $3,805-65.6% |
| Admin fee / account holder | $4 | $134-97.3% | $4,881-99.9% | $158-97.7% |