Filed January 23, 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 |
|---|---|---|
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $17,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,921 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $56,312 | $65,292-13.8% | $71,671-21.4% | $77,958-27.8% |
| Participation rate | 47.7% | 67.4%-19.7pp | 68.7%-21.1pp | 71.6%-24.0pp |
| Annual return | 19.07% | 21.25%-2.2pp | 20.65%-1.6pp | 20.87%-1.8pp |
| Employer contribution / active EE | $1,002 | $2,085-51.9% | $2,460-59.3% | $2,310-56.6% |
| Participant deferral / active EE | $2,136 | $3,008-29.0% | $3,438-37.9% | $3,537-39.6% |
| Admin fee / account holder | $10 | $84-87.8% | $5,558-99.8% | $97-89.4% |