Filed December 10, 2014 (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 | $3,101 |
Annual investment return 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 | $228,698 | $63,299+261.3% | $91,001+151.3% | $62,292+267.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 12.29% | 20.99%-8.7pp | 4.60%+7.7pp | 28.90%-16.6pp |
| Employer contribution / active EE | $13,435 | $1,807+643.6% | $2,456+447.1% | $2,042+557.9% |
| Participant deferral / active EE | $10,015 | $2,943+240.3% | $3,547+182.3% | $3,169+216.0% |
| Admin fee / account holder | $17 | $468-96.4% | $5,417-99.7% | $479-96.4% |