Filed February 11, 2011
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 15 · EIN 35-0145825 | Recordkeeping | $16,654 |
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 | $58,500 | $47,977+21.9% | $154,107-62.0% | $56,287+3.9% |
| Participation rate | 75.0% | 66.2%+8.8pp | 83.0%-8.0pp | 69.9%+5.1pp |
| Annual return | -3.66% | 3.54%-7.2pp | 735.12%-738.8pp | -9.96%+6.3pp |
| Employer contribution / active EE | $1,350 | $2,169-37.7% | $5,298-74.5% | $2,111-36.0% |
| Participant deferral / active EE | $2,904 | $2,392+21.4% | $5,081-42.8% | $3,350-13.3% |
| Admin fee / account holder | $2 | $438-99.5% | $13,411-100.0% | $521-99.5% |