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 | $2,236 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $44,814 | $50,637-11.5% | $86,590-48.2% | $62,292-28.1% |
| Participation rate | 62.3% | 67.9%-5.6pp | 73.5%-11.2pp | 69.5%-7.2pp |
| Annual return | 10.44% | 20.80%-10.4pp | 964.84%-954.4pp | 28.90%-18.5pp |
| Employer contribution / active EE | $629 | $2,075-69.7% | $2,839-77.8% | $2,042-69.2% |
| Participant deferral / active EE | $2,111 | $2,611-19.1% | $3,609-41.5% | $3,169-33.4% |
| Admin fee / account holder | $39 | $413-90.5% | $4,906-99.2% | $479-91.8% |