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 | $20,613 |
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 | $36,456 | $47,977-24.0% | $154,107-76.3% | $56,287-35.2% |
| Participation rate | 92.7% | 66.2%+26.6pp | 83.0%+9.7pp | 69.9%+22.9pp |
| Annual return | -3.46% | 3.54%-7.0pp | 735.12%-738.6pp | -9.96%+6.5pp |
| Employer contribution / active EE | $1,037 | $2,169-52.2% | $5,298-80.4% | $2,111-50.9% |
| Participant deferral / active EE | $6,380 | $2,392+166.7% | $5,081+25.6% | $3,350+90.5% |
| Admin fee / account holder | $160 | $438-63.5% | $13,411-98.8% | $521-69.3% |