Filed June 8, 2012 (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 60 · EIN 04-2647786 | Sub-TA Fees | $5,475 |
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 | $115,167 | $90,410+27.4% | $91,001+26.6% | $77,958+47.7% |
| Participation rate | 94.9% | 86.4%+8.5pp | 75.6%+19.3pp | 71.6%+23.3pp |
| Annual return | 20.82% | 21.34%-0.5pp | 4.60%+16.2pp | 20.87%0pp |
| Employer contribution / active EE | $6,863 | $3,392+102.4% | $2,456+179.5% | $2,310+197.0% |
| Participant deferral / active EE | $7,993 | $4,816+66.0% | $3,547+125.3% | $3,537+126.0% |
| Admin fee / account holder | $2 | $79-97.6% | $5,417-100.0% | $97-98.1% |