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 | $85,602 |
Service code 16 · EIN 39-1859759 | Consulting | $33,750 |
DUFEK & COMPANY LLC5 years Filed as: DUFEK AND COMPANY Service code 10 · EIN 27-1515696 | Accounting | $13,000 |
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 | $111,382 | $72,254+54.2% | $86,677+28.5% | $64,808+71.9% |
| Participation rate | 98.0% | 80.4%+17.6pp | 76.6%+21.4pp | 71.5%+26.5pp |
| Annual return | -15.00% | 392.42%-407.4pp | 35.91%-50.9pp | 32.82%-47.8pp |
| Employer contribution / active EE | $3,099 | $2,393+29.5% | $2,836+9.3% | $2,506+23.7% |
| Participant deferral / active EE | $6,514 | $4,658+39.8% | $4,656+39.9% | $4,310+51.1% |
| Admin fee / account holder | $97 | $174-44.0% | $7,493-98.7% | $188-48.1% |