Filed March 25, 2014
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 30-0219031 | Recordkeeping | $35,713 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,922 | $58,879-16.9% | $178,490-72.6% | $73,488-33.4% |
| Participation rate | 42.0% | 66.2%-24.2pp | 81.9%-39.9pp | 70.7%-28.7pp |
| Annual return | 13.90% | 24.86%-11.0pp | 151.07%-137.2pp | 28.51%-14.6pp |
| Employer contribution / active EE | $1,079 | $2,236-51.8% | $5,011-78.5% | $2,270-52.5% |
| Participant deferral / active EE | $1,749 | $2,567-31.9% | $5,202-66.4% | $3,740-53.2% |
| Admin fee / account holder | $216 | $400-45.9% | $13,984-98.5% | $513-57.8% |