Filed September 3, 2009
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 | $6,000 |
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 | $27,417 | $56,095-51.1% | $178,490-84.6% | $90,288-69.6% |
| Participation rate | 31.2% | 65.6%-34.4pp | 81.9%-50.7pp | 73.4%-42.2pp |
| Annual return | 17.21% | 28.81%-11.6pp | 151.07%-133.9pp | 53.97%-36.8pp |
| Employer contribution / active EE | $216 | $1,572-86.2% | $5,011-95.7% | $2,524-91.4% |
| Participant deferral / active EE | $1,238 | $2,669-53.6% | $5,202-76.2% | $4,232-70.8% |
| Admin fee / account holder | $95 | $101-5.2% | $13,984-99.3% | $114-16.4% |