Filed May 17, 2008
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 42-0127290 | Contract Administrator | $230,255 |
Filed as: GALLAGHER FIDUCIARY ADVI Service code 27 · EIN 36-4291971 | Advisory (Plan) | $64,688 |
NOVA 401(K) ASSOCIATES1 year Filed as: NOVA 401K ASSOCIATES Service code 13 | Contract Administrator | $45,414 |
Filed as: HARPER & PEARSON Service code 10 · EIN 74-1695589 | Accounting | $16,350 |
NOVA 401(K) ASSOCIATES1 year Service code 13 · EIN 20-1181458 | Contract Administrator | $1,125 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,951 | $36,020-25.2% | $80,569-66.5% | $103,482-74.0% |
| Participation rate | 35.5% | 38.5%-3.0pp | 67.0%-31.5pp | 73.3%-37.7pp |
| Annual return | 18.60% | 63.68%-45.1pp | 935.43%-916.8pp | 33.11%-14.5pp |
| Employer contribution / active EE | $553 | $998-44.6% | $2,723-79.7% | $3,208-82.8% |
| Participant deferral / active EE | $1,760 | $2,343-24.9% | $4,447-60.4% | $5,207-66.2% |
| Admin fee / account holder | $88 | $472-81.4% | $5,377-98.4% | $114-23.2% |