Filed March 20, 2012
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 60 · EIN 04-2647786 | Sub-TA Fees | $1,542 |
Employer contribution per participant 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 | $34,329 | $80,753-57.5% | $136,294-74.8% | $62,292-44.9% |
| Participation rate | 75.7% | 73.5%+2.1pp | 81.9%-6.3pp | 69.5%+6.1pp |
| Annual return | 18.41% | 35.83%-17.4pp | 5155.94%-5137.5pp | 28.90%-10.5pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,675 | $5,164-48.2% | $6,247-57.2% | $3,169-15.6% |
| Admin fee / account holder | $9 | $525-98.4% | $9,243-99.9% | $479-98.2% |