Filed November 6, 2008
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 |
|---|---|---|
Filed as: SEIA Service code 27 · EIN 95-4806910 | Advisory (Plan) | $70,796 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,200 |
Annual investment return 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 | $106,504 | $80,753+31.9% | $136,294-21.9% | $62,292+71.0% |
| Participation rate | 74.2% | 73.5%+0.6pp | 81.9%-7.7pp | 69.5%+4.7pp |
| Annual return | 15.16% | 35.83%-20.7pp | 5155.94%-5140.8pp | 28.90%-13.7pp |
| Employer contribution / active EE | $1,726 | $2,884-40.1% | $4,695-63.2% | $2,042-15.5% |
| Participant deferral / active EE | $6,512 | $5,164+26.1% | $6,247+4.2% | $3,169+105.5% |
| Admin fee / account holder | $246 | $525-53.2% | $9,243-97.3% | $479-48.7% |