Filed December 22, 2009
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 15 · EIN 13-3689044 | Recordkeeping | $11,307 |
ROSENBAUM FINANCIAL2+ years Service code 27 · EIN 93-0894343 | Advisory (Plan) | $7,929 |
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 | $33,154 | $43,327-23.5% | $59,878-44.6% | $64,186-48.3% |
| Participation rate | 80.2% | 69.2%+11.1pp | 74.7%+5.5pp | 69.6%+10.7pp |
| Annual return | 9.70% | -1.55%+11.3pp | 3.46%+6.2pp | 7.63%+2.1pp |
| Employer contribution / active EE | $2,056 | $2,028+1.3% | $2,722-24.5% | $2,381-13.7% |
| Participant deferral / active EE | $2,060 | $2,546-19.1% | $3,402-39.4% | $3,470-40.6% |
| Admin fee / account holder | $192 | $3,005-93.6% | $3,590-94.6% | $4,888-96.1% |