Filed October 21, 2008
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 41-0417830 | Contract Administrator | $49,443 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $14,353 | $44,473-67.7% | $76,523-81.2% | $55,725-74.2% |
| Participation rate | 91.3% | 51.0%+40.3pp | 68.0%+23.3pp | 70.9%+20.4pp |
| Annual return | -8.45% | -2.01%-6.4pp | -0.27%-8.2pp | 244.93%-253.4pp |
| Employer contribution / active EE | $5,532 | $1,101+402.3% | $2,647+109.0% | $2,078+166.2% |
| Participant deferral / active EE | $0 | $1,988-100.0% | $3,835-100.0% | $3,356-100.0% |
| Admin fee / account holder | $41 | $134-69.6% | $4,848-99.2% | $115-64.6% |