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 | $75 |
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 | $37,345 | $55,214-32.4% | $104,607-64.3% | $73,488-49.2% |
| Participation rate | 86.4% | 67.8%+18.5pp | 74.1%+12.3pp | 70.7%+15.7pp |
| Annual return | 18.20% | 24.79%-6.6pp | 340.46%-322.3pp | 28.51%-10.3pp |
| Employer contribution / active EE | $930 | $1,468-36.6% | $2,681-65.3% | $2,270-59.0% |
| Participant deferral / active EE | $3,390 | $2,925+15.9% | $3,740-9.4% | $3,740-9.4% |
| Admin fee / account holder | $3 | $424-99.2% | $6,473-100.0% | $513-99.4% |