Filed June 8, 2009
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 |
|---|---|---|
RBC WEALTH MANAGEMENT3+ years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $21,776 |
ELLIN & TUCKER, CHARTERED2 years Service code 10 · EIN 52-0959934 | Accounting | $13,520 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,606 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $47,440 | $75,284-37.0% | $91,001-47.9% | $69,631-31.9% |
| Participation rate | 94.5% | 80.4%+14.1pp | 75.6%+18.9pp | 70.7%+23.8pp |
| Annual return | 15.20% | 48.40%-33.2pp | 4.60%+10.6pp | 27571.02%-27555.8pp |
| Employer contribution / active EE | $548 | $2,473-77.8% | $2,456-77.7% | $2,032-73.0% |
| Participant deferral / active EE | $2,794 | $3,700-24.5% | $3,547-21.2% | $3,224-13.3% |
| Admin fee / account holder | $28 | $111-74.8% | $5,417-99.5% | $110-74.8% |