Filed December 8, 2014
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 91-2090931 | Contract Administrator | $11,094 |
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 | $95,360 | $62,928+51.5% | $172,739-44.8% | $67,579+41.1% |
| Participation rate | 92.2% | 64.5%+27.7pp | 82.6%+9.5pp | 71.3%+20.9pp |
| Annual return | 22.56% | 30.36%-7.8pp | 802.84%-780.3pp | 378.56%-356.0pp |
| Employer contribution / active EE | $4,874 | $1,636+197.9% | $5,143-5.2% | $2,148+126.9% |
| Participant deferral / active EE | $3,755 | $2,145+75.1% | $5,198-27.8% | $3,539+6.1% |
| Admin fee / account holder | $13 | $167-92.4% | $13,954-99.9% | $142-91.1% |