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 |
|---|---|---|
FORVIS MAZARS, LLP1 year Filed as: FORVIS MAZARS Service code 16 · EIN 44-0160260 | Consulting | $67,725 |
Service code 16 · EIN 20-8161914 | Consulting | $62,500 |
FID INV INST OPS CO9+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$487,064 |
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 | $56,675 | $68,330-17.1% | $149,673-62.1% | $96,393-41.2% |
| Participation rate | 96.5% | 74.6%+21.9pp | 78.8%+17.7pp | 71.3%+25.2pp |
| Annual return | 21.87% | 29.64%-7.8pp | 134.42%-112.5pp | 22.88%-1.0pp |
| Employer contribution / active EE | $0 | $2,139-100.0% | $4,818-100.0% | $3,238-100.0% |
| Participant deferral / active EE | $7,272 | $4,422+64.5% | $5,680+28.0% | $5,455+33.3% |
| Admin fee / account holder | -$28 | $52-154.7% | $13,210-100.2% | $74-138.5% |