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 27 · EIN 35-2552359 | Advisory (Plan) | $10,527 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,159 |
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 | $32,841 | $44,642-26.4% | $91,220-64.0% | $66,914-50.9% |
| Participation rate | 87.4% | 64.9%+22.5pp | 73.2%+14.2pp | 69.8%+17.6pp |
| Annual return | -17.35% | -12.29%-5.1pp | 114.01%-131.4pp | 1.58%-18.9pp |
| Employer contribution / active EE | $1,329 | $1,706-22.1% | $2,850-53.4% | $2,544-47.8% |
| Participant deferral / active EE | $4,520 | $3,349+35.0% | $4,234+6.8% | $4,237+6.7% |
| Admin fee / account holder | $61 | $521-88.4% | $5,420-98.9% | $593-89.8% |