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 | $255,195 |
NOVA 401(K) ASSOCIATES2 years Service code 13 · EIN 20-1181458 | Contract Administrator | $58,853 |
Filed as: GALLAGHER FIDUCIARY ADVI Service code 27 · EIN 36-4291971 | Advisory (Plan) | $56,250 |
Filed as: HARPER AND PEARSON Service code 10 · EIN 74-1659558 | Accounting | $20,475 |
MORNINGSTAR2 years 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 | $32,523 | $44,897-27.6% | $84,966-61.7% | $199,593-83.7% |
| Participation rate | 35.1% | 45.7%-10.6pp | 67.5%-32.4pp | 72.0%-36.9pp |
| Annual return | 15.04% | 20.96%-5.9pp | 66.38%-51.3pp | 34.25%-19.2pp |
| Employer contribution / active EE | $618 | $1,365-54.7% | $2,727-77.3% | $3,034-79.6% |
| Participant deferral / active EE | $1,980 | $2,668-25.8% | $4,519-56.2% | $5,087-61.1% |
| Admin fee / account holder | $99 | $584-83.0% | $6,149-98.4% | $269-63.0% |