Filed April 25, 2013
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 |
|---|---|---|
FID INV INST OPS CO1 year Service code 15 · EIN 04-2647786 | Recordkeeping | $7,775 |
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 | $93,193 | $75,388+23.6% | $123,544-24.6% | $55,725+67.2% |
| Participation rate | 98.9% | 75.7%+23.3pp | 82.3%+16.6pp | 70.9%+28.1pp |
| Annual return | -5.82% | 4.48%-10.3pp | 119.20%-125.0pp | 244.93%-250.8pp |
| Employer contribution / active EE | $6,398 | $3,063+108.9% | $4,628+38.3% | $2,078+207.9% |
| Participant deferral / active EE | $8,276 | $5,651+46.5% | $6,426+28.8% | $3,356+146.6% |
| Admin fee / account holder | $11 | $120-90.6% | $9,284-99.9% | $115-90.3% |