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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $22,324 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,177 | $52,293+38.0% | $178,490-59.6% | $73,409-1.7% |
| Participation rate | 48.2% | 65.3%-17.1pp | 81.9%-33.7pp | 72.2%-23.9pp |
| Annual return | 12.81% | 34.75%-21.9pp | 151.07%-138.3pp | 59.29%-46.5pp |
| Employer contribution / active EE | $1,568 | $1,735-9.7% | $5,011-68.7% | $2,234-29.8% |
| Participant deferral / active EE | $2,610 | $2,332+11.9% | $5,202-49.8% | $3,805-31.4% |
| Admin fee / account holder | $107 | $127-15.7% | $13,984-99.2% | $158-32.0% |