Filed September 26, 2016
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 |
|---|---|---|
Filed as: APPLIED PLAN ADMINISTRATORS Service code 15 · EIN 46-5761416 | Recordkeeping | $24,365 |
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 | $15,254 | $88,730-82.8% | $82,313-81.5% | $77,958-80.4% |
| Participation rate | 87.4% | 84.5%+2.9pp | 76.9%+10.5pp | 71.6%+15.8pp |
| Annual return | 17.34% | 20.88%-3.5pp | 25.88%-8.5pp | 20.87%-3.5pp |
| Employer contribution / active EE | $377 | $2,758-86.3% | $2,428-84.5% | $2,310-83.7% |
| Participant deferral / active EE | $2,413 | $4,634-47.9% | $3,706-34.9% | $3,537-31.8% |
| Admin fee / account holder | $13 | $74-82.7% | $5,608-99.8% | $97-86.8% |