Filed February 27, 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 13 · EIN 42-0127290 | Contract Administrator | $58,561 |
Service code 27 · EIN 22-3623353 | Advisory (Plan) | $28,971 |
THE BENEFIT PRACTICE6+ years Service code 13 · EIN 13-4144565 | Contract Administrator | $8,791 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $51,478 | $99,957-48.5% | $149,696-65.6% | $73,488-30.0% |
| Participation rate | 90.9% | 75.7%+15.2pp | 82.5%+8.4pp | 70.7%+20.2pp |
| Annual return | 16.17% | 53.87%-37.7pp | 276.60%-260.4pp | 28.51%-12.3pp |
| Employer contribution / active EE | $3,255 | $3,191+2.0% | $4,644-29.9% | $2,270+43.4% |
| Participant deferral / active EE | $9,357 | $6,073+54.1% | $6,842+36.8% | $3,740+150.2% |
| Admin fee / account holder | $88 | $551-84.0% | $9,309-99.1% | $513-82.9% |