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 |
|---|---|---|
Service code 16 · EIN 20-8161914 | Consulting | $87,500 |
FORVIS MAZARS, LLP2 years Filed as: FORVIS MAZARS Service code 16 · EIN 44-0160260 | Consulting | $24,150 |
FID INV INST OPS CO10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$600,068 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $64,721 | $73,283-11.7% | $155,509-58.4% | $106,382-39.2% |
| Participation rate | 96.3% | 73.3%+23.0pp | 78.2%+18.1pp | 69.9%+26.4pp |
| Annual return | 16.68% | 15.77%+0.9pp | 64.67%-48.0pp | 17.37%-0.7pp |
| Employer contribution / active EE | $0 | $2,247-100.0% | $4,672-100.0% | $3,364-100.0% |
| Participant deferral / active EE | $7,825 | $4,580+70.8% | $5,626+39.1% | $5,569+40.5% |
| Admin fee / account holder | -$37 | $56-165.9% | $15,912-100.2% | $79-146.7% |