Filed September 24, 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 60 · EIN 04-2647786 | Sub-TA Fees | $3,825 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $41,782 | $45,825-8.8% | $90,645-53.9% | $56,287-25.8% |
| Participation rate | 51.2% | 66.7%-15.5pp | 74.0%-22.8pp | 69.9%-18.6pp |
| Annual return | -6.65% | 38.64%-45.3pp | 1.88%-8.5pp | -9.96%+3.3pp |
| Employer contribution / active EE | $877 | $1,372-36.1% | $2,532-65.4% | $2,111-58.5% |
| Participant deferral / active EE | $2,347 | $2,562-8.4% | $3,425-31.5% | $3,350-29.9% |
| Admin fee / account holder | $45 | $413-89.2% | $4,994-99.1% | $521-91.5% |