Filed December 12, 2013 (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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $2,450 |
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 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 | $57,127 | $53,901+6.0% | $134,143-57.4% | $73,488-22.3% |
| Participation rate | 58.0% | 62.8%-4.8pp | 72.2%-14.2pp | 70.7%-12.7pp |
| Annual return | 14.72% | 15.82%-1.1pp | 36.33%-21.6pp | 28.51%-13.8pp |
| Employer contribution / active EE | $824 | $1,458-43.5% | $3,704-77.7% | $2,270-63.7% |
| Participant deferral / active EE | $2,050 | $2,739-25.1% | $3,499-41.4% | $3,740-45.2% |
| Admin fee / account holder | $14 | $581-97.6% | $6,684-99.8% | $513-97.3% |