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 | $16,988 |
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 | $139,945 | $56,485+147.8% | $185,823-24.7% | $86,799+61.2% |
| Participation rate | 79.7% | 65.5%+14.3pp | 81.7%-2.0pp | 72.3%+7.5pp |
| Annual return | 17.57% | 118.04%-100.5pp | 122.05%-104.5pp | 97.91%-80.3pp |
| Employer contribution / active EE | $4,269 | $1,843+131.7% | $5,167-17.4% | $2,405+77.5% |
| Participant deferral / active EE | $5,546 | $2,553+117.2% | $5,568-0.4% | $4,131+34.2% |
| Admin fee / account holder | $22 | $150-85.2% | $16,237-99.9% | $170-87.0% |