Filed June 5, 2014 (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 16 · EIN 84-1612955 | Consulting | $48,417 |
Service code 12 · EIN 84-1477138 | Sub-transfer agency fees; Claims proc... | $34,517 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $10,086 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $266,014 | $73,102+263.9% | $123,544+115.3% | $56,287+372.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | -5.76% | 3.01%-8.8pp | 119.20%-125.0pp | -9.96%+4.2pp |
| Employer contribution / active EE | $19,393 | $2,977+551.4% | $4,628+319.0% | $2,111+818.6% |
| Participant deferral / active EE | $12,327 | $5,423+127.3% | $6,426+91.8% | $3,350+268.0% |
| Admin fee / account holder | $381 | $554-31.2% | $9,284-95.9% | $521-26.9% |