Filed January 2, 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 |
|---|---|---|
BENETRAK, INC.4+ years Service code 15 · EIN 39-1458932 | Recordkeeping | $2,419 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,990 |
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 | $44,867 | $57,354-21.8% | $83,848-46.5% | $64,186-30.1% |
| Participation rate | 82.1% | 68.6%+13.5pp | 76.1%+6.0pp | 69.6%+12.6pp |
| Annual return | -2.45% | 11.38%-13.8pp | 850.88%-853.3pp | 7.63%-10.1pp |
| Employer contribution / active EE | $608 | $2,545-76.1% | $3,631-83.3% | $2,381-74.5% |
| Participant deferral / active EE | $2,820 | $2,993-5.8% | $4,082-30.9% | $3,470-18.7% |
| Admin fee / account holder | $52 | $4,046-98.7% | $5,478-99.0% | $4,888-98.9% |