Filed February 5, 2010 (most recent of 2 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 15 · EIN 35-0145825 | Recordkeeping | $1,964 |
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 | $50,006 | $43,423+15.2% | $78,689-36.5% | $55,167-9.4% |
| Participation rate | 58.5% | 68.0%-9.6pp | 73.6%-15.1pp | 69.0%-10.5pp |
| Annual return | 6.77% | 11.53%-4.8pp | 62.18%-55.4pp | 169.23%-162.5pp |
| Employer contribution / active EE | $619 | $1,997-69.0% | $2,851-78.3% | $1,963-68.5% |
| Participant deferral / active EE | $2,186 | $2,509-12.9% | $3,517-37.8% | $3,054-28.4% |
| Admin fee / account holder | $11 | $416-97.3% | $4,510-99.8% | $504-97.8% |