Filed January 24, 2010
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 42-0127290 | Contract Administrator | $345,995 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $14,334 | $41,774-65.7% | $118,925-87.9% | $90,288-84.1% |
| Participation rate | 84.9% | 55.0%+30.0pp | 75.4%+9.6pp | 73.4%+11.6pp |
| Annual return | 18.55% | 16.64%+1.9pp | 35.88%-17.3pp | 53.97%-35.4pp |
| Employer contribution / active EE | $122 | $986-87.6% | $3,263-96.2% | $2,524-95.2% |
| Participant deferral / active EE | $1,876 | $1,683+11.4% | $4,265-56.0% | $4,232-55.7% |
| Admin fee / account holder | $96 | $85+12.9% | $6,581-98.5% | $114-16.2% |