Filed January 2, 2014
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 53 · EIN 52-2114207 | Insurance Commissions | $46,816 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
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 | $48,763 | $43,423+12.3% | $78,689-38.0% | $55,167-11.6% |
| Participation rate | 91.5% | 68.0%+23.5pp | 73.6%+17.9pp | 69.0%+22.5pp |
| Annual return | 17.29% | 11.53%+5.8pp | 62.18%-44.9pp | 169.23%-151.9pp |
| Employer contribution / active EE | $1,972 | $1,997-1.2% | $2,851-30.8% | $1,963+0.5% |
| Participant deferral / active EE | $3,786 | $2,509+50.9% | $3,517+7.7% | $3,054+24.0% |
| Admin fee / account holder | $4 | $416-99.1% | $4,510-99.9% | $504-99.2% |