Filed January 6, 2009 (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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $60,519 |
CLARK NUBER10+ years Service code 10 · EIN 91-1194016 | Accounting | $16,000 |
ASCENSUS LLC5 years Filed as: FUTURE PLAN BY ASCENSUS Service code 10 · EIN 82-3719843 | Accounting | $2,075 |
STRATEGIC ADVISORS, INC.7 years Filed as: STRATEGIC ADVISORS. INC. Service code 27 · EIN 04-2654524 | Advisory (Plan) | $0 |
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 | $110,032 | $106,028+3.8% | $146,958-25.1% | $77,643+41.7% |
| Participation rate | 0.0% | 78.4%-78.4pp | 82.2%-82.2pp | 70.6%-70.6pp |
| Annual return | 20.05% | 56.73%-36.7pp | 418.34%-398.3pp | 31.24%-11.2pp |
| Employer contribution / active EE | $0 | $4,063-100.0% | $4,933-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $10,484 | $7,990+31.2% | $8,070+29.9% | $4,647+125.6% |
| Admin fee / account holder | $70 | $337-79.3% | $12,998-99.5% | $430-83.7% |