Filed June 8, 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 13 · EIN 41-0417830 | Contract Administrator | $6,063 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $73,226 | $58,879+24.4% | $178,490-59.0% | $73,488-0.4% |
| Participation rate | 95.9% | 66.2%+29.6pp | 81.9%+13.9pp | 70.7%+25.2pp |
| Annual return | 2.67% | 24.86%-22.2pp | 151.07%-148.4pp | 28.51%-25.8pp |
| Employer contribution / active EE | $3,686 | $2,236+64.9% | $5,011-26.4% | $2,270+62.4% |
| Participant deferral / active EE | $3,679 | $2,567+43.3% | $5,202-29.3% | $3,740-1.6% |
| Admin fee / account holder | $40 | $400-90.1% | $13,984-99.7% | $513-92.3% |