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 & JENKINS3 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 | $9,952 |
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 | $63,346 | $65,708-3.6% | $76,817-17.5% | $77,787-18.6% |
| Participation rate | 81.8% | 79.0%+2.9pp | 72.1%+9.8pp | 73.2%+8.6pp |
| Annual return | 20.74% | 49.86%-29.1pp | 1166.11%-1145.4pp | 32.57%-11.8pp |
| Employer contribution / active EE | $335 | $2,167-84.5% | $2,302-85.4% | $2,504-86.6% |
| Participant deferral / active EE | $2,771 | $3,254-14.8% | $3,336-16.9% | $3,967-30.1% |
| Admin fee / account holder | $25 | $91-73.0% | $6,420-99.6% | $100-75.5% |