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 | $295,371 |
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 | $55,864 | $53,565+4.3% | $172,739-67.7% | $82,204-32.0% |
| Participation rate | 100.0% | 69.6%+30.4pp | 82.6%+17.4pp | 73.4%+26.6pp |
| Annual return | 21.10% | 31.42%-10.3pp | 802.84%-781.7pp | 26.31%-5.2pp |
| Employer contribution / active EE | $1,047 | $1,857-43.6% | $5,143-79.7% | $2,707-61.3% |
| Participant deferral / active EE | $4,122 | $3,006+37.1% | $5,198-20.7% | $4,246-2.9% |
| Admin fee / account holder | $48 | $61-21.4% | $13,954-99.7% | $76-36.2% |