Filed March 24, 2015 (most recent of 5 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 |
|---|---|---|
GROEN, KLUKA & COMPANY, P.C.1+ years Service code 10 · EIN 38-2527196 | Accounting | $9,370 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $1,075 |
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 | $94,287 | $57,096+65.1% | $94,224+0.1% | $55,191+70.8% |
| Participation rate | 99.1% | 75.7%+23.4pp | 78.8%+20.3pp | 69.2%+29.9pp |
| Annual return | 0.98% | 159.65%-158.7pp | 10.68%-9.7pp | 10.78%-9.8pp |
| Employer contribution / active EE | $4,573 | $1,708+167.8% | $3,587+27.5% | $1,899+140.8% |
| Participant deferral / active EE | $5,399 | $3,165+70.6% | $4,320+25.0% | $3,046+77.2% |
| Admin fee / account holder | $1 | $89-98.5% | $6,269-100.0% | $91-98.5% |