Filed October 30, 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 55 · EIN 35-2552359 | Other Commissions | $7,842 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,206 |
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 | $50,525 | $46,966+7.6% | $185,117-72.7% | $69,631-27.4% |
| Participation rate | 68.3% | 65.3%+3.0pp | 77.3%-9.0pp | 70.7%-2.4pp |
| Annual return | 18.16% | 22.36%-4.2pp | 40.50%-22.3pp | 27571.02%-27552.9pp |
| Employer contribution / active EE | $902 | $1,360-33.7% | $4,182-78.4% | $2,032-55.6% |
| Participant deferral / active EE | $2,648 | $3,017-12.2% | $5,045-47.5% | $3,224-17.9% |
| Admin fee / account holder | $5 | $94-95.1% | $8,159-99.9% | $110-95.8% |