Filed May 15, 2013
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 | $1,650 |
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 | $28,705 | $56,629-49.3% | $77,999-63.2% | $55,167-48.0% |
| Participation rate | 65.4% | 73.3%-7.9pp | 75.5%-10.1pp | 69.0%-3.6pp |
| Annual return | 4.45% | 2866.98%-2862.5pp | 425.96%-421.5pp | 169.23%-164.8pp |
| Employer contribution / active EE | $1,120 | $1,723-35.0% | $2,470-54.7% | $1,963-42.9% |
| Participant deferral / active EE | $2,017 | $2,777-27.4% | $3,497-42.3% | $3,054-34.0% |
| Admin fee / account holder | $22 | $467-95.3% | $5,480-99.6% | $504-95.7% |