Filed June 19, 2012 (most recent of 4 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 35-0145825 | Indirect Investment Fees | $33,477 |
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 | $42,647 | $74,089-42.4% | $133,980-68.2% | $55,167-22.7% |
| Participation rate | 85.0% | 84.3%+0.7pp | 87.1%-2.1pp | 69.0%+16.0pp |
| Annual return | 7.18% | 12.11%-4.9pp | 29.30%-22.1pp | 169.23%-162.0pp |
| Employer contribution / active EE | $1,948 | $3,064-36.4% | $5,211-62.6% | $1,963-0.8% |
| Participant deferral / active EE | $2,523 | $4,678-46.1% | $6,282-59.8% | $3,054-17.4% |
| Admin fee / account holder | $0 | $458-100.0% | $9,324-100.0% | $504-100.0% |