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 27 · EIN 33-3189064 | Advisory (Plan) | $60,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $45,540 |
MILLER KAPLAN ARASE LLP3 years Service code 10 · EIN 95-2036255 | Accounting | $12,500 |
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 | $80,842 | $64,311+25.7% | $110,238-26.7% | $75,289+7.4% |
| Participation rate | 97.5% | 79.3%+18.2pp | 79.8%+17.6pp | 72.4%+25.0pp |
| Annual return | -3.81% | -1.74%-2.1pp | 314.74%-318.5pp | -0.04%-3.8pp |
| Employer contribution / active EE | $3,868 | $2,404+60.9% | $3,826+1.1% | $2,405+60.8% |
| Participant deferral / active EE | $10,108 | $3,892+159.7% | $4,672+116.3% | $3,739+170.4% |
| Admin fee / account holder | $94 | $88+7.5% | $8,547-98.9% | $102-7.9% |