Filed January 16, 2015 (most recent of 2 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 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 28 · EIN 94-1737782 | Investment Management | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $413,304 | $145,516+184.0% | $184,203+124.4% | $99,062+317.2% |
| Participation rate | 98.3% | 90.3%+8.1pp | 86.8%+11.5pp | 71.6%+26.7pp |
| Annual return | 14.89% | 21.23%-6.3pp | 28.81%-13.9pp | 17.66%-2.8pp |
| Employer contribution / active EE | $20,184 | $5,354+277.0% | $6,427+214.0% | $3,262+518.8% |
| Participant deferral / active EE | $12,847 | $8,423+52.5% | $9,131+40.7% | $5,331+141.0% |
| Admin fee / account holder | $0 | $78-100.0% | $13,901-100.0% | $109-100.0% |