Filed April 11, 2012
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 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,611 |
GILBERT & CALABRESE, LLC4+ years Service code 10 · EIN 27-0249502 181 ROUTE 206 · FLANDERS, NJ 07836 | Accounting | $0 |
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 | $62,779 | $75,388-16.7% | $123,544-49.2% | $55,725+12.7% |
| Participation rate | 98.3% | 75.7%+22.6pp | 82.3%+16.0pp | 70.9%+27.4pp |
| Annual return | 0.50% | 4.48%-4.0pp | 119.20%-118.7pp | 244.93%-244.4pp |
| Employer contribution / active EE | $5,857 | $3,063+91.2% | $4,628+26.6% | $2,078+181.8% |
| Participant deferral / active EE | $9,593 | $5,651+69.8% | $6,426+49.3% | $3,356+185.9% |
| Admin fee / account holder | $18 | $120-85.3% | $9,284-99.8% | $115-84.7% |