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 GROUP7+ years Service code 16 · EIN 20-8532658 | Consulting | $50,000 |
FORVIS MAZARS, LLP2 years Filed as: FORVIS, LLP Service code 16 · EIN 44-0160260 | Consulting | $42,525 |
FID INV INST OPS CO8+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$517,480 |
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 | $50,622 | $52,346-3.3% | $143,757-64.8% | $78,044-35.1% |
| Participation rate | 94.6% | 72.7%+21.9pp | 80.3%+14.3pp | 74.4%+20.2pp |
| Annual return | -16.68% | -14.19%-2.5pp | -0.04%-16.6pp | 10.87%-27.6pp |
| Employer contribution / active EE | $0 | $2,131-100.0% | $4,951-100.0% | $3,125-100.0% |
| Participant deferral / active EE | $7,401 | $3,800+94.7% | $5,637+31.3% | $5,084+45.6% |
| Admin fee / account holder | -$30 | $63-148.0% | $14,673-100.2% | $79-138.6% |