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 | $348,736 |
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 | $68,297 | $63,259+8.0% | $178,490-61.7% | $93,223-26.7% |
| Participation rate | 100.0% | 72.1%+27.9pp | 81.9%+18.1pp | 74.9%+25.1pp |
| Annual return | 34.45% | 19.93%+14.5pp | 151.07%-116.6pp | 19.29%+15.2pp |
| Employer contribution / active EE | $1,409 | $1,865-24.4% | $5,011-71.9% | $2,680-47.4% |
| Participant deferral / active EE | $4,346 | $3,372+28.9% | $5,202-16.5% | $4,563-4.8% |
| Admin fee / account holder | $48 | $58-18.0% | $13,984-99.7% | $79-39.9% |