Filed August 20, 2014 (most recent of 4 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 04-2647786 | Consulting | $233,763 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $47,659 | $65,708-27.5% | $76,817-38.0% | $77,787-38.7% |
| Participation rate | 48.0% | 79.0%-31.0pp | 72.1%-24.1pp | 73.2%-25.2pp |
| Annual return | 18.41% | 49.86%-31.5pp | 1166.11%-1147.7pp | 32.57%-14.2pp |
| Employer contribution / active EE | $389 | $2,167-82.1% | $2,302-83.1% | $2,504-84.5% |
| Participant deferral / active EE | $1,585 | $3,254-51.3% | $3,336-52.5% | $3,967-60.1% |
| Admin fee / account holder | $89 | $91-1.5% | $6,420-98.6% | $100-10.6% |