Filed January 14, 2009 (most recent of 4 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 9-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 |
|---|---|---|
MAULDIN & JENKINS2 years Service code 10 · EIN 58-0692043 | Accounting | $11,079 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $7,870 |
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 | $52,229 | $77,559-32.7% | $68,793-24.1% | $75,289-30.6% |
| Participation rate | 81.4% | 78.3%+3.1pp | 72.2%+9.1pp | 72.4%+8.9pp |
| Annual return | -2.88% | -1.01%-1.9pp | -4.63%+1.8pp | -0.04%-2.8pp |
| Employer contribution / active EE | $320 | $1,993-83.9% | $2,625-87.8% | $2,405-86.7% |
| Participant deferral / active EE | $2,675 | $3,128-14.5% | $3,311-19.2% | $3,739-28.5% |
| Admin fee / account holder | $22 | $90-75.2% | $5,131-99.6% | $102-78.1% |