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 & JENKINS4 years Service code 10 · EIN 58-0692043 | Accounting | $11,078 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $8,099 |
MILLER & MARTIN PLLC1 year Service code 70 · EIN 62-0449014 | Consulting Fees | $6,780 |
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 | $66,242 | $72,066-8.1% | $81,930-19.1% | $90,288-26.6% |
| Participation rate | 81.2% | 78.9%+2.3pp | 72.0%+9.2pp | 73.4%+7.8pp |
| Annual return | 12.70% | 15.92%-3.2pp | 29.49%-16.8pp | 53.97%-41.3pp |
| Employer contribution / active EE | $321 | $2,335-86.2% | $4,310-92.5% | $2,524-87.3% |
| Participant deferral / active EE | $2,620 | $3,557-26.3% | $7,107-63.1% | $4,232-38.1% |
| Admin fee / account holder | $40 | $92-57.0% | $5,158-99.2% | $114-65.2% |