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 | $7,466 |
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 | $69,344 | $54,193+28.0% | $93,606-25.9% | $77,643-10.7% |
| Participation rate | 78.0% | 63.9%+14.0pp | 68.7%+9.2pp | 70.6%+7.4pp |
| Annual return | 16.24% | 30.54%-14.3pp | 133.20%-117.0pp | 31.24%-15.0pp |
| Employer contribution / active EE | $857 | $1,168-26.6% | $2,420-64.6% | $2,726-68.5% |
| Participant deferral / active EE | $2,746 | $3,144-12.7% | $4,411-37.7% | $4,647-40.9% |
| Admin fee / account holder | $11 | $576-98.2% | $8,285-99.9% | $430-97.6% |