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 | $350,633 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $72,242 | $69,238+4.3% | $185,823-61.1% | $101,517-28.8% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.7%+18.3pp | 74.6%+25.4pp |
| Annual return | 10.43% | 21.26%-10.8pp | 122.05%-111.6pp | 21.00%-10.6pp |
| Employer contribution / active EE | $1,404 | $2,104-33.3% | $5,167-72.8% | $2,973-52.8% |
| Participant deferral / active EE | $4,717 | $3,764+25.3% | $5,568-15.3% | $4,873-3.2% |
| Admin fee / account holder | $47 | $66-29.0% | $16,237-99.7% | $139-66.2% |