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 | $6,016 |
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 | $64,363 | $53,165+21.1% | $86,188-25.3% | $74,419-13.5% |
| Participation rate | 79.6% | 64.9%+14.7pp | 69.0%+10.6pp | 70.7%+8.9pp |
| Annual return | 16.87% | 22.64%-5.8pp | 1168.45%-1151.6pp | 34.38%-17.5pp |
| Employer contribution / active EE | $868 | $1,210-28.2% | $2,380-63.5% | $2,637-67.1% |
| Participant deferral / active EE | $2,694 | $3,234-16.7% | $3,985-32.4% | $4,528-40.5% |
| Admin fee / account holder | $12 | $551-97.8% | $6,852-99.8% | $348-96.5% |