Filed May 17, 2011 (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 64 · EIN 71-0294708 | Recordkeeping Fees | $1,205 |
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 | $41,717 | $57,108-27.0% | $94,224-55.7% | $52,331-20.3% |
| Participation rate | 79.1% | 72.9%+6.2pp | 78.8%+0.3pp | 68.1%+11.0pp |
| Annual return | 0.96% | 1.47%-0.5pp | 10.68%-9.7pp | 4.54%-3.6pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $3,587-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,817 | $3,040-7.3% | $4,320-34.8% | $3,022-6.8% |
| Admin fee / account holder | $5 | $546-99.2% | $6,269-99.9% | $592-99.2% |