Filed October 30, 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 13 · EIN 06-1050034 | Contract Administrator | $622,653 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $93,682 |
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 | $142,229 | $108,759+30.8% | $149,696-5.0% | $93,223+52.6% |
| Participation rate | 96.0% | 70.7%+25.3pp | 82.5%+13.6pp | 74.9%+21.1pp |
| Annual return | 16.57% | 19.53%-3.0pp | 276.60%-260.0pp | 19.29%-2.7pp |
| Employer contribution / active EE | $3,877 | $2,777+39.6% | $4,644-16.5% | $2,680+44.7% |
| Participant deferral / active EE | $6,980 | $6,149+13.5% | $6,842+2.0% | $4,563+53.0% |
| Admin fee / account holder | $83 | $81+2.3% | $9,309-99.1% | $79+4.4% |