Filed January 23, 2014
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 15 · EIN 35-0145825 | Recordkeeping | $12,795 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $40,191 | $47,977-16.2% | $154,107-73.9% | $56,287-28.6% |
| Participation rate | 20.8% | 66.2%-45.3pp | 83.0%-62.2pp | 69.9%-49.0pp |
| Annual return | -6.08% | 3.54%-9.6pp | 735.12%-741.2pp | -9.96%+3.9pp |
| Employer contribution / active EE | $61 | $2,169-97.2% | $5,298-98.9% | $2,111-97.1% |
| Participant deferral / active EE | $869 | $2,392-63.7% | $5,081-82.9% | $3,350-74.1% |
| Admin fee / account holder | $39 | $438-91.1% | $13,411-99.7% | $521-92.5% |