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 | $80,989 |
Service code 16 · EIN 39-1859759 | Consulting | $56,250 |
DUFEK & COMPANY LLC6 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 | $120,579 | $99,078+21.7% | $96,544+24.9% | $74,419+62.0% |
| Participation rate | 98.8% | 80.7%+18.1pp | 76.0%+22.8pp | 70.7%+28.1pp |
| Annual return | 16.12% | 22.48%-6.4pp | 25.84%-9.7pp | 34.38%-18.3pp |
| Employer contribution / active EE | $2,519 | $2,570-2.0% | $2,965-15.0% | $2,637-4.5% |
| Participant deferral / active EE | $7,256 | $4,933+47.1% | $4,851+49.6% | $4,528+60.3% |
| Admin fee / account holder | $107 | $225-52.4% | $8,252-98.7% | $348-69.2% |