Filed March 11, 2010
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 12 · EIN 13-3689044 | Claims processing; Direct payment fro... | $175,314 |
Service code 16 · EIN 20-8874282 | Consulting | $65,625 |
CROWE LLP1 year Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $20,470 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $61,026 | $88,874-31.3% | $123,544-50.6% | $75,289-18.9% |
| Participation rate | 62.8% | 75.9%-13.0pp | 82.3%-19.5pp | 72.4%-9.6pp |
| Annual return | -0.82% | 4.22%-5.0pp | 119.20%-120.0pp | -0.04%-0.8pp |
| Employer contribution / active EE | $2,621 | $3,256-19.5% | $4,628-43.4% | $2,405+9.0% |
| Participant deferral / active EE | $5,404 | $6,174-12.5% | $6,426-15.9% | $3,739+44.5% |
| Admin fee / account holder | $132 | $95+39.7% | $9,284-98.6% | $102+29.1% |