Filed October 21, 2011 (most recent of 5 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 |
|---|---|---|
CVAGS, LLC1+ years Filed as: CVAGS, LLC DBA CLEARVIEW GROUP Service code 27 · EIN 27-2579538 | Advisory (Plan) | $51,750 |
MAZURSKY CONSTANTINE LLC1+ years Filed as: MAZURSKY CONSTANTINE, LLC Service code 29 · EIN 27-3547321 | Legal | $22,182 |
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 | $75,688 | $81,321-6.9% | $68,509+10.5% | $59,188+27.9% |
| Participation rate | 92.8% | 83.8%+9.0pp | 74.7%+18.1pp | 69.4%+23.4pp |
| Annual return | 0.76% | 4.65%-3.9pp | 8.27%-7.5pp | 5.51%-4.7pp |
| Employer contribution / active EE | $3,640 | $3,297+10.4% | $2,278+59.8% | $2,098+73.5% |
| Participant deferral / active EE | $4,573 | $4,592-0.4% | $3,382+35.2% | $3,265+40.1% |
| Admin fee / account holder | -$7 | $62-112.0% | $5,275-100.1% | $92-108.1% |