Filed July 1, 2013
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 30-0219031 | Recordkeeping | $10,264 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,974 | $81,900-40.2% | $119,609-59.1% | $68,494-28.5% |
| Participation rate | 76.0% | 71.9%+4.1pp | 79.3%-3.2pp | 67.9%+8.2pp |
| Annual return | -16.83% | -23.82%+7.0pp | -14.97%-1.9pp | -7.84%-9.0pp |
| Employer contribution / active EE | $1,306 | $2,693-51.5% | $4,232-69.1% | $2,596-49.7% |
| Participant deferral / active EE | $3,967 | $4,148-4.3% | $5,602-29.2% | $4,027-1.5% |
| Admin fee / account holder | $106 | $6,582-98.4% | $10,323-99.0% | $5,403-98.0% |