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 GROUP6+ years Service code 16 · EIN 20-8532658 | Consulting | $37,500 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS, LLP Service code 16 · EIN 44-0160260 | Consulting | $29,900 |
FID INV INST OPS CO7+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$459,481 |
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 | $64,654 | $69,238-6.6% | $185,823-65.2% | $101,517-36.3% |
| Participation rate | 94.3% | 73.5%+20.8pp | 81.7%+12.6pp | 74.6%+19.7pp |
| Annual return | 15.25% | 21.26%-6.0pp | 122.05%-106.8pp | 21.00%-5.8pp |
| Employer contribution / active EE | $0 | $2,104-100.0% | $5,167-100.0% | $2,973-100.0% |
| Participant deferral / active EE | $6,866 | $3,764+82.4% | $5,568+23.3% | $4,873+40.9% |
| Admin fee / account holder | -$39 | $66-159.1% | $16,237-100.2% | $139-128.1% |