Filed December 16, 2010
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 52 · EIN 04-1590850 | Indirect Investment Fees | $140,257 |
SBHU LIFE AGENCY INC2+ years Service code 53 · EIN 13-2896238 | Insurance Commissions | $48,771 |
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 | $34,740 | $50,106-30.7% | $70,014-50.4% | $57,658-39.7% |
| Participation rate | 91.8% | 70.9%+20.9pp | 71.8%+20.0pp | 70.2%+21.6pp |
| Annual return | 7.28% | 14.58%-7.3pp | 12.99%-5.7pp | 5.13%+2.1pp |
| Employer contribution / active EE | $1,369 | $1,739-21.3% | $2,338-41.5% | $1,974-30.7% |
| Participant deferral / active EE | $2,133 | $2,486-14.2% | $2,931-27.2% | $3,061-30.3% |
| Admin fee / account holder | $198 | $89+122.1% | $4,380-95.5% | $95+109.6% |