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 GROUP4+ years Service code 16 · EIN 20-8532658 | Consulting | $62,500 |
FID INV INST OPS CO5+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$334,553 |
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 | $49,106 | $53,565-8.3% | $172,739-71.6% | $82,204-40.3% |
| Participation rate | 96.0% | 69.6%+26.4pp | 82.6%+13.4pp | 73.4%+22.6pp |
| Annual return | 32.86% | 31.42%+1.4pp | 802.84%-770.0pp | 26.31%+6.5pp |
| Employer contribution / active EE | $0 | $1,857-100.0% | $5,143-100.0% | $2,707-100.0% |
| Participant deferral / active EE | $5,838 | $3,006+94.2% | $5,198+12.3% | $4,246+37.5% |
| Admin fee / account holder | -$27 | $61-143.5% | $13,954-100.2% | $76-135.3% |