Filed June 27, 2014 (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 8-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 | $140,792 |
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 | $37,889 | $45,382-16.5% | $154,107-75.4% | $75,289-49.7% |
| Participation rate | 95.5% | 65.9%+29.6pp | 83.0%+12.5pp | 72.4%+23.1pp |
| Annual return | -2.46% | -0.47%-2.0pp | 735.12%-737.6pp | -0.04%-2.4pp |
| Employer contribution / active EE | $1,111 | $1,533-27.5% | $5,298-79.0% | $2,405-53.8% |
| Participant deferral / active EE | $2,218 | $2,384-7.0% | $5,081-56.4% | $3,739-40.7% |
| Admin fee / account holder | $2 | $89-98.3% | $13,411-100.0% | $102-98.5% |