Filed December 2, 2011
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 | $27,179 |
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 | $25,409 | $39,819-36.2% | $67,834-62.5% | $57,658-55.9% |
| Participation rate | 98.4% | 61.2%+37.1pp | 68.8%+29.6pp | 70.2%+28.1pp |
| Annual return | 12.26% | 9.19%+3.1pp | 138.47%-126.2pp | 5.13%+7.1pp |
| Employer contribution / active EE | $792 | $1,277-38.0% | $2,403-67.0% | $1,974-59.9% |
| Participant deferral / active EE | $2,638 | $2,209+19.4% | $3,160-16.5% | $3,061-13.8% |
| Admin fee / account holder | $34 | $84-58.9% | $4,622-99.3% | $95-63.7% |