Filed October 1, 2015
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 15 · EIN 35-0145825 | Recordkeeping | $44,649 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $25,941 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,609 | $46,292-62.0% | $143,757-87.8% | $64,808-72.8% |
| Participation rate | 93.9% | 64.2%+29.7pp | 80.3%+13.6pp | 71.5%+22.5pp |
| Annual return | -16.09% | -10.05%-6.0pp | -0.04%-16.0pp | 32.82%-48.9pp |
| Employer contribution / active EE | $2,375 | $1,910+24.4% | $4,951-52.0% | $2,506-5.2% |
| Participant deferral / active EE | $1,935 | $2,646-26.9% | $5,637-65.7% | $4,310-55.1% |
| Admin fee / account holder | $49 | $154-67.9% | $14,673-99.7% | $188-73.7% |