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 | $376,130 |
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 | $64,446 | $52,346+23.1% | $143,757-55.2% | $78,044-17.4% |
| Participation rate | 100.0% | 72.7%+27.3pp | 80.3%+19.7pp | 74.4%+25.6pp |
| Annual return | -2.71% | -14.19%+11.5pp | -0.04%-2.7pp | 10.87%-13.6pp |
| Employer contribution / active EE | $2,788 | $2,131+30.8% | $4,951-43.7% | $3,125-10.8% |
| Participant deferral / active EE | $4,626 | $3,800+21.7% | $5,637-17.9% | $5,084-9.0% |
| Admin fee / account holder | $45 | $63-28.6% | $14,673-99.7% | $79-42.6% |