Filed August 11, 2012 (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 52 · EIN 04-1590850 | Indirect Investment Fees | $75,915 |
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 | $33,474 | $63,975-47.7% | $40,145,923-99.9% | $63,975-47.7% |
| Participation rate | 46.8% | 71.1%-24.3pp | 68.4%-21.6pp | 71.1%-24.3pp |
| Annual return | 10.29% | 48.65%-38.4pp | 5.24%+5.1pp | 48.65%-38.4pp |
| Employer contribution / active EE | $553 | $2,182-74.6% | $1,844-70.0% | $2,182-74.6% |
| Participant deferral / active EE | $1,347 | $3,356-59.9% | $2,591-48.0% | $3,356-59.9% |
| Admin fee / account holder | $42 | $70-39.7% | $2,903-98.5% | $70-39.7% |