Filed June 28, 2016 (most recent of 3 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 04-2647786 | Recordkeeping Fees | $1,784 |
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 | $103,751 | $68,408+51.7% | $57,179+81.5% | $57,658+79.9% |
| Participation rate | 86.6% | 79.1%+7.5pp | 75.3%+11.3pp | 70.2%+16.4pp |
| Annual return | 6.57% | 8.51%-1.9pp | 14.59%-8.0pp | 5.13%+1.4pp |
| Employer contribution / active EE | $2,581 | $2,869-10.0% | $2,682-3.8% | $1,974+30.8% |
| Participant deferral / active EE | $3,730 | $2,903+28.5% | $3,096+20.5% | $3,061+21.9% |
| Admin fee / account holder | $11 | $70-83.6% | $3,139-99.6% | $95-87.9% |