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 | $549,835 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $85,040 |
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 | $131,643 | $93,773+40.4% | $125,339+5.0% | $78,044+68.7% |
| Participation rate | 96.4% | 75.6%+20.8pp | 82.4%+14.0pp | 74.4%+21.9pp |
| Annual return | -13.70% | 277.78%-291.5pp | 572.05%-585.8pp | 10.87%-24.6pp |
| Employer contribution / active EE | $4,142 | $3,678+12.6% | $4,814-13.9% | $3,125+32.6% |
| Participant deferral / active EE | $7,974 | $6,971+14.4% | $7,446+7.1% | $5,084+56.8% |
| Admin fee / account holder | $80 | $67+18.9% | $10,010-99.2% | $79+0.9% |