Filed September 26, 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 37 · EIN 04-2647786 | Loan Processing | $77,916 |
Filed as: ALPHA INVESTMENT CONSULTING GROUP, Service code 16 · EIN 39-1859759 | Consulting | $45,000 |
DUFEK & COMPANY LLC4 years Filed as: DUFEK & COMPANY, L.L.C. Service code 10 · EIN 27-1515696 | Accounting | $18,000 |
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 | $120,424 | $73,404+64.1% | $87,100+38.3% | $67,579+78.2% |
| Participation rate | 97.8% | 80.9%+16.9pp | 76.9%+20.9pp | 71.3%+26.5pp |
| Annual return | 20.49% | 48.29%-27.8pp | 28.19%-7.7pp | 378.56%-358.1pp |
| Employer contribution / active EE | $2,046 | $2,014+1.6% | $2,521-18.9% | $2,148-4.7% |
| Participant deferral / active EE | $6,028 | $3,913+54.1% | $4,049+48.9% | $3,539+70.3% |
| Admin fee / account holder | $107 | $142-24.7% | $7,497-98.6% | $142-25.1% |