Filed September 27, 2011
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 15 · EIN 35-0145825 | Recordkeeping | $20,594 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $31,922 | $37,117-14.0% | $147,614-78.4% | $55,191-42.2% |
| Participation rate | 23.6% | 63.6%-40.0pp | 84.6%-61.0pp | 69.2%-45.6pp |
| Annual return | 0.44% | 3.44%-3.0pp | 61.98%-61.5pp | 10.78%-10.3pp |
| Employer contribution / active EE | $311 | $1,620-80.8% | $5,564-94.4% | $1,899-83.6% |
| Participant deferral / active EE | $696 | $1,985-64.9% | $4,895-85.8% | $3,046-77.1% |
| Admin fee / account holder | $39 | $86-54.9% | $11,611-99.7% | $91-57.5% |