Filed July 7, 2014 (most recent of 6 filings on file)
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 13 · EIN 42-0127290 | Contract Administrator | $3,911 |
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 | $68,861 | $56,767+21.3% | $101,794-32.4% | $85,563-19.5% |
| Participation rate | 83.5% | 57.6%+25.9pp | 69.2%+14.3pp | 66.0%+17.6pp |
| Annual return | 13.95% | 17.76%-3.8pp | 30.53%-16.6pp | 31.51%-17.6pp |
| Employer contribution / active EE | $975 | $1,112-12.4% | $2,289-57.4% | $2,654-63.3% |
| Participant deferral / active EE | $2,856 | $2,720+5.0% | $4,084-30.1% | $4,375-34.7% |
| Admin fee / account holder | $7 | $1,098-99.3% | $8,777-99.9% | $834-99.1% |