Filed September 20, 2013 (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 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $33,594 |
CARTER, P.C.2+ years Service code 10 48 PATTON AVE STE 400 · ASHEVILLE, NC 28801 | Accounting | $5,704 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,665 | $23,385-67.2% | $69,182-88.9% | $57,658-86.7% |
| Participation rate | 31.4% | 37.9%-6.5pp | 55.1%-23.7pp | 70.2%-38.8pp |
| Annual return | 8.86% | -659.34%+668.2pp | -21.93%+30.8pp | 5.13%+3.7pp |
| Employer contribution / active EE | $0 | $422-100.0% | $1,206-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $981 | $843+16.4% | $1,897-48.3% | $3,061-67.9% |
| Admin fee / account holder | $79 | $82-4.4% | $2,697-97.1% | $95-17.0% |