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 | $37,463 |
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 | $225,579 | $58,083+288.4% | $80,019+181.9% | $56,287+300.8% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.8%+24.2pp | 69.9%+30.1pp |
| Annual return | -4.11% | 34.61%-38.7pp | 11.22%-15.3pp | -9.96%+5.8pp |
| Employer contribution / active EE | $14,325 | $1,932+641.4% | $2,468+480.4% | $2,111+578.6% |
| Participant deferral / active EE | $10,412 | $3,135+232.1% | $3,686+182.5% | $3,350+210.8% |
| Admin fee / account holder | $186 | $623-70.2% | $6,521-97.2% | $521-64.3% |