Filed September 12, 2018 (most recent of 5 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 13 · EIN 42-0127290 | Contract Administrator | $69,352 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $3,990 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,931 | $95,918+41.7% | $151,611-10.3% | $77,904+74.5% |
| Participation rate | 98.2% | 88.7%+9.5pp | 87.5%+10.7pp | 73.7%+24.5pp |
| Annual return | -15.06% | -5.50%-9.6pp | 3.33%-18.4pp | 12.21%-27.3pp |
| Employer contribution / active EE | $3,144 | $4,330-27.4% | $6,166-49.0% | $2,848+10.4% |
| Participant deferral / active EE | $8,223 | $7,508+9.5% | $8,363-1.7% | $4,806+71.1% |
| Admin fee / account holder | $38 | $93-58.8% | $11,616-99.7% | $133-71.0% |