Filed June 8, 2009
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 | $227,370 |
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 | $101,795 | $148,970-31.7% | $136,007-25.2% | $199,593-49.0% |
| Participation rate | 95.3% | 79.4%+16.0pp | 76.5%+18.9pp | 72.0%+23.4pp |
| Annual return | 14.62% | 27.07%-12.4pp | 579.32%-564.7pp | 34.25%-19.6pp |
| Employer contribution / active EE | $4,027 | $3,561+13.1% | $4,217-4.5% | $3,034+32.7% |
| Participant deferral / active EE | $11,844 | $6,140+92.9% | $7,025+68.6% | $5,087+132.8% |
| Admin fee / account holder | $57 | $144-60.3% | $6,858-99.2% | $269-78.7% |