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 |
|---|---|---|
BENEFIT FUNDING SERVICES GROUP1+ years Service code 16 · EIN 20-8532658 | Consulting | $112,500 |
FID INV INST OPS CO2+ years Service code 37 · EIN 04-2647786 | Loan Processing | $108,318 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,284 | $43,110-27.4% | $156,549-80.0% | $65,292-52.1% |
| Participation rate | 95.0% | 69.3%+25.7pp | 84.0%+11.0pp | 72.4%+22.6pp |
| Annual return | 10.26% | 11.24%-1.0pp | 32.23%-22.0pp | 11.84%-1.6pp |
| Employer contribution / active EE | $0 | $1,702-100.0% | $5,501-100.0% | $2,302-100.0% |
| Participant deferral / active EE | $4,343 | $2,520+72.3% | $4,871-10.8% | $3,579+21.4% |
| Admin fee / account holder | $25 | $47-47.5% | $13,027-99.8% | $57-56.8% |