Filed May 14, 2012
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 |
|---|---|---|
KILPATRICK TOWNSEND1 year Service code 16 · EIN 58-0511774 | Consulting | $45,385 |
BKD, LLP3+ years Service code 10 · EIN 44-0160260 | Accounting | $21,500 |
Service code 16 · EIN 54-1870462 | Consulting | $12,000 |
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 | $143,315 | $90,410+58.5% | $91,001+57.5% | $77,958+83.8% |
| Participation rate | 95.3% | 86.4%+8.9pp | 75.6%+19.7pp | 71.6%+23.6pp |
| Annual return | 18.70% | 21.34%-2.6pp | 4.60%+14.1pp | 20.87%-2.2pp |
| Employer contribution / active EE | $7,246 | $3,392+113.6% | $2,456+195.1% | $2,310+213.6% |
| Participant deferral / active EE | $8,083 | $4,816+67.8% | $3,547+127.9% | $3,537+128.6% |
| Admin fee / account holder | -$44 | $79-155.5% | $5,417-100.8% | $97-145.0% |