Filed October 2, 2012
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 |
|---|---|---|
MORNINGSTAR2 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $25,637 | $77,813-67.1% | $123,544-79.2% | $64,186-60.1% |
| Participation rate | 58.0% | 74.7%-16.7pp | 82.3%-24.3pp | 69.6%-11.6pp |
| Annual return | -6.07% | 12.48%-18.6pp | 119.20%-125.3pp | 7.63%-13.7pp |
| Employer contribution / active EE | $764 | $3,014-74.6% | $4,628-83.5% | $2,381-67.9% |
| Participant deferral / active EE | $2,605 | $5,240-50.3% | $6,426-59.5% | $3,470-24.9% |
| Admin fee / account holder | $22 | $5,519-99.6% | $9,284-99.8% | $4,888-99.5% |