Filed June 14, 2008 (most recent of 6 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 04-1590850 | Indirect Investment Fees | $35,159 |
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 | $24,982 | $36,916-32.3% | $156,549-84.0% | $57,658-56.7% |
| Participation rate | 83.0% | 63.4%+19.6pp | 84.0%-1.0pp | 70.2%+12.8pp |
| Annual return | 8.81% | 12.38%-3.6pp | 32.23%-23.4pp | 5.13%+3.7pp |
| Employer contribution / active EE | $1,462 | $1,571-6.9% | $5,501-73.4% | $1,974-25.9% |
| Participant deferral / active EE | $2,093 | $1,926+8.7% | $4,871-57.0% | $3,061-31.6% |
| Admin fee / account holder | $63 | $82-23.2% | $13,027-99.5% | $95-33.0% |