Filed February 11, 2011
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 17 · EIN 13-5674085 | Pension Consulting | $19,347 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $18,986 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $60,602 | $59,584+1.7% | $86,874-30.2% | $79,386-23.7% |
| Participation rate | 73.6% | 67.7%+5.9pp | 71.6%+1.9pp | 70.7%+2.8pp |
| Annual return | 25.09% | 23.15%+1.9pp | 63.52%-38.4pp | 116.85%-91.8pp |
| Employer contribution / active EE | $374 | $1,768-78.9% | $2,495-85.0% | $2,427-84.6% |
| Participant deferral / active EE | $2,809 | $3,036-7.5% | $3,699-24.1% | $4,046-30.6% |
| Admin fee / account holder | $387 | $604-35.9% | $5,828-93.4% | $626-38.2% |