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 |
|---|---|---|
MAZURSKY CONSTANTINE LLC1+ years Service code 29 · EIN 27-3547321 | Legal | $24,917 |
CVAGS, LLC1+ years Filed as: CVAGS, LLC DBA CLEARVIEW GROUP Service code 27 · EIN 27-2579538 | Advisory (Plan) | $23,250 |
CANTERBURY CONSULTING1+ years Filed as: CANTERBURY PRESS, LLC Service code 99 120 INTERSTATE NORTH PKWY SE · ATLANTA, GA 30339 | Other Fees | $9,903 |
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 | $45,127 | $81,321-44.5% | $68,509-34.1% | $59,188-23.8% |
| Participation rate | 94.1% | 83.8%+10.3pp | 74.7%+19.4pp | 69.4%+24.7pp |
| Annual return | 0.28% | 4.65%-4.4pp | 8.27%-8.0pp | 5.51%-5.2pp |
| Employer contribution / active EE | $1,833 | $3,297-44.4% | $2,278-19.5% | $2,098-12.6% |
| Participant deferral / active EE | $3,061 | $4,592-33.3% | $3,382-9.5% | $3,265-6.2% |
| Admin fee / account holder | $9 | $62-84.9% | $5,275-99.8% | $92-89.9% |