Filed December 24, 2008 (most recent of 2 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 |
|---|---|---|
VISITING NURSE ASSOCIATION2 years Service code 13 · EIN 75-0800692 | Contract Administrator | $26,611 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $21,492 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $62,918 | $62,9280% | $172,739-63.6% | $67,579-6.9% |
| Participation rate | 38.7% | 64.5%-25.7pp | 82.6%-43.9pp | 71.3%-32.5pp |
| Annual return | 18.83% | 30.36%-11.5pp | 802.84%-784.0pp | 378.56%-359.7pp |
| Employer contribution / active EE | $1,088 | $1,636-33.5% | $5,143-78.8% | $2,148-49.3% |
| Participant deferral / active EE | $1,776 | $2,145-17.2% | $5,198-65.8% | $3,539-49.8% |
| Admin fee / account holder | $103 | $167-38.3% | $13,954-99.3% | $142-27.7% |