Filed March 17, 2016
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 27 · EIN 93-0987232 | Advisory (Plan) | $14,670 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,236 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,890 | $93,571-12.5% | $135,903-39.7% | $75,163+8.9% |
| Participation rate | 98.9% | 75.2%+23.7pp | 81.9%+17.0pp | 67.2%+31.7pp |
| Annual return | 23.66% | 30.90%-7.2pp | 68.23%-44.6pp | 160.62%-137.0pp |
| Employer contribution / active EE | $7,278 | $3,537+105.8% | $4,856+49.9% | $2,670+172.6% |
| Participant deferral / active EE | $12,514 | $6,404+95.4% | $7,758+61.3% | $4,125+203.4% |
| Admin fee / account holder | $209 | $6,975-97.0% | $10,762-98.1% | $5,651-96.3% |