Filed March 19, 2014 (most recent of 2 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 |
|---|---|---|
Service code 27 · EIN 26-4310632 | Advisory (Plan) | $60,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $24,970 |
HOLTZMAN PARTNERS, LLP2+ years Service code 10 · EIN 74-3121060 | Accounting | $19,000 |
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 | $49,116 | $37,213+32.0% | $156,549-68.6% | $63,975-23.2% |
| Participation rate | 95.3% | 65.0%+30.3pp | 84.0%+11.3pp | 71.1%+24.2pp |
| Annual return | 8.98% | 47.89%-38.9pp | 32.23%-23.2pp | 48.65%-39.7pp |
| Employer contribution / active EE | $1,351 | $1,357-0.5% | $5,501-75.5% | $2,182-38.1% |
| Participant deferral / active EE | $4,958 | $2,070+139.5% | $4,871+1.8% | $3,356+47.7% |
| Admin fee / account holder | $16 | $56-71.1% | $13,027-99.9% | $70-76.9% |