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 | $121,929 |
Service code 16 · EIN 39-1859759 | Consulting | $45,000 |
DUFEK & COMPANY LLC4 years Filed as: DUFEK AND COMPANY Service code 10 · EIN 27-1515696 | Accounting | $12,000 |
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 | $140,937 | $185,342-24.0% | $111,297+26.6% | $86,799+62.4% |
| Participation rate | 97.9% | 81.0%+16.9pp | 77.3%+20.6pp | 72.3%+25.6pp |
| Annual return | 13.66% | 500.80%-487.1pp | 54.65%-41.0pp | 97.91%-84.2pp |
| Employer contribution / active EE | $3,022 | $2,246+34.6% | $2,731+10.7% | $2,405+25.6% |
| Participant deferral / active EE | $6,466 | $4,458+45.0% | $4,487+44.1% | $4,131+56.5% |
| Admin fee / account holder | $136 | $255-46.9% | $7,964-98.3% | $170-20.0% |