Filed April 21, 2014 (most recent of 4 filings on file)
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 8-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 52 · EIN 04-1590850 | Indirect Investment Fees | $156,833 |
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 | $38,670 | $67,505-42.7% | $73,307-47.2% | $67,505-42.7% |
| Participation rate | 88.9% | 71.2%+17.7pp | 74.9%+14.0pp | 71.2%+17.7pp |
| Annual return | 3.78% | 6.52%-2.7pp | 5.67%-1.9pp | 6.52%-2.7pp |
| Employer contribution / active EE | $610 | $2,173-71.9% | $3,237-81.1% | $2,173-71.9% |
| Participant deferral / active EE | $3,055 | $3,597-15.1% | $4,991-38.8% | $3,597-15.1% |
| Admin fee / account holder | $20 | $56-64.3% | $5,637-99.6% | $56-64.3% |