Filed January 6, 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 64 · EIN 71-0294708 | Recordkeeping Fees | $392,179 |
Filed as: HEALTHCARE COMMUNITY SECURITIES Service code 99 · EIN 11-1000111 | Other Fees | $129,142 |
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 | $31,071 | $56,095-44.6% | $178,490-82.6% | $90,288-65.6% |
| Participation rate | 83.5% | 65.6%+17.9pp | 81.9%+1.5pp | 73.4%+10.1pp |
| Annual return | 18.58% | 28.81%-10.2pp | 151.07%-132.5pp | 53.97%-35.4pp |
| Employer contribution / active EE | $977 | $1,572-37.9% | $5,011-80.5% | $2,524-61.3% |
| Participant deferral / active EE | $1,123 | $2,669-57.9% | $5,202-78.4% | $4,232-73.5% |
| Admin fee / account holder | $136 | $101+35.5% | $13,984-99.0% | $114+19.6% |