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 | $40,690 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $313,482 | $70,908+342.1% | $98,907+216.9% | $73,488+326.6% |
| Participation rate | 100.0% | 73.8%+26.2pp | 76.0%+24.0pp | 70.7%+29.3pp |
| Annual return | 16.14% | 34.17%-18.0pp | 196.43%-180.3pp | 28.51%-12.4pp |
| Employer contribution / active EE | $11,728 | $2,036+476.0% | $2,689+336.2% | $2,270+416.6% |
| Participant deferral / active EE | $11,014 | $3,500+214.7% | $4,244+159.5% | $3,740+194.5% |
| Admin fee / account holder | $195 | $535-63.6% | $6,642-97.1% | $513-62.0% |