Filed August 5, 2008 (most recent of 3 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 06-1050034 | Contract Administrator | $207,194 |
Employer contribution per participant 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 | $52,854 | $48,835+8.2% | $170,442-69.0% | $177,276-70.2% |
| Participation rate | 100.0% | 72.1%+27.9pp | 83.6%+16.4pp | 74.8%+25.2pp |
| Annual return | 18.49% | 19.44%-0.9pp | 205.93%-187.4pp | 21.25%-2.8pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $5,433-100.0% | $2,479-100.0% |
| Participant deferral / active EE | $5,679 | $2,757+106.0% | $4,939+15.0% | $3,881+46.3% |
| Admin fee / account holder | $35 | $52-33.3% | $13,880-99.8% | $154-77.5% |