Filed June 30, 2010
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 13 · EIN 06-1050034 | Contract Administrator | $282,225 |
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 | $50,409 | $44,989+12.0% | $170,442-70.4% | $77,958-35.3% |
| Participation rate | 100.0% | 64.6%+35.4pp | 83.6%+16.4pp | 71.6%+28.4pp |
| Annual return | 18.10% | 19.61%-1.5pp | 205.93%-187.8pp | 20.87%-2.8pp |
| Employer contribution / active EE | $1,017 | $1,466-30.6% | $5,433-81.3% | $2,310-56.0% |
| Participant deferral / active EE | $3,874 | $2,208+75.5% | $4,939-21.6% | $3,537+9.5% |
| Admin fee / account holder | $87 | $69+26.8% | $13,880-99.4% | $97-10.2% |