Filed January 29, 2015
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 42-0127290 | Contract Administrator | $18,724 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $44,954 | $65,185-31.0% | $61,048-26.4% | $65,185-31.0% |
| Participation rate | 39.7% | 70.2%-30.5pp | 79.3%-39.7pp | 70.2%-30.5pp |
| Annual return | 32.00% | 29.38%+2.6pp | 26.18%+5.8pp | 29.38%+2.6pp |
| Employer contribution / active EE | $1,896 | $2,177-12.9% | $3,716-49.0% | $2,177-12.9% |
| Participant deferral / active EE | $2,414 | $3,514-31.3% | $4,470-46.0% | $3,514-31.3% |
| Admin fee / account holder | $340 | $847-59.8% | $3,728-90.9% | $847-59.8% |