Filed February 25, 2011 (most recent of 5 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 16 · EIN 20-8161914 | Consulting | $62,500 |
FORVIS MAZARS, LLP3 years Filed as: FORVIS MAZARS Service code 16 · EIN 44-0160260 | Consulting | $24,807 |
FID INV INST OPS CO11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$718,635 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $75,860 | $121,719-37.7% | $154,803-51.0% | $140,769-46.1% |
| Participation rate | 96.8% | 76.3%+20.6pp | 78.1%+18.8pp | 74.2%+22.7pp |
| Annual return | 21.48% | 19.22%+2.3pp | 58.88%-37.4pp | 16.82%+4.7pp |
| Employer contribution / active EE | $0 | $2,466-100.0% | $4,305-100.0% | $3,906-100.0% |
| Participant deferral / active EE | $8,277 | $5,384+53.7% | $5,540+49.4% | $6,717+23.2% |
| Admin fee / account holder | -$45 | $71-164.0% | $14,329-100.3% | $229-119.7% |