Filed January 1, 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 13 · EIN 41-0417830 | Contract Administrator | $4,655 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,354 | $69,362-5.8% | $101,248-35.5% | $73,488-11.1% |
| Participation rate | 69.9% | 68.4%+1.5pp | 75.8%-5.9pp | 70.7%-0.8pp |
| Annual return | 15.70% | 18.46%-2.8pp | 46.47%-30.8pp | 28.51%-12.8pp |
| Employer contribution / active EE | $916 | $2,628-65.1% | $3,660-75.0% | $2,270-59.6% |
| Participant deferral / active EE | $4,210 | $3,300+27.6% | $4,370-3.7% | $3,740+12.6% |
| Admin fee / account holder | $36 | $704-94.8% | $5,945-99.4% | $513-92.9% |