Filed March 5, 2013
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 | $34,730 |
MILLER KAPLAN ARASE LLP1 year Service code 10 · EIN 95-2036255 | Accounting | $12,000 |
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 | $64,977 | $61,125+6.3% | $108,579-40.2% | $63,975+1.6% |
| Participation rate | 98.0% | 80.5%+17.5pp | 79.6%+18.5pp | 71.1%+26.9pp |
| Annual return | 12.21% | 14.06%-1.8pp | -51.70%+63.9pp | 48.65%-36.4pp |
| Employer contribution / active EE | $3,357 | $2,237+50.1% | $3,758-10.7% | $2,182+53.9% |
| Participant deferral / active EE | $8,595 | $3,574+140.5% | $4,311+99.4% | $3,356+156.1% |
| Admin fee / account holder | $39 | $72-45.4% | $7,645-99.5% | $70-44.3% |