Filed December 2, 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 13 · EIN 42-0127290 | Contract Administrator | $16,869 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $34,240 | $55,453-38.3% | $170,442-79.9% | $62,292-45.0% |
| Participation rate | 94.2% | 66.4%+27.8pp | 83.6%+10.6pp | 69.5%+24.7pp |
| Annual return | 16.92% | 21.38%-4.5pp | 205.93%-189.0pp | 28.90%-12.0pp |
| Employer contribution / active EE | $910 | $2,164-57.9% | $5,433-83.2% | $2,042-55.4% |
| Participant deferral / active EE | $4,964 | $2,303+115.6% | $4,939+0.5% | $3,169+56.6% |
| Admin fee / account holder | $127 | $455-72.1% | $13,880-99.1% | $479-73.5% |