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 27 · EIN 22-3623353 | Advisory (Plan) | $38,202 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $26,079 |
THE BENEFIT PRACTICE7+ years Service code 13 · EIN 13-4144565 | Contract Administrator | $12,014 |
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 | $58,572 | $104,475-43.9% | $159,436-63.3% | $79,386-26.2% |
| Participation rate | 91.2% | 76.6%+14.6pp | 82.8%+8.4pp | 70.7%+20.5pp |
| Annual return | 18.10% | 67.95%-49.9pp | 263.57%-245.5pp | 116.85%-98.8pp |
| Employer contribution / active EE | $1,421 | $3,417-58.4% | $4,829-70.6% | $2,427-41.5% |
| Participant deferral / active EE | $9,275 | $6,467+43.4% | $7,352+26.1% | $4,046+129.2% |
| Admin fee / account holder | $99 | $711-86.1% | $10,799-99.1% | $626-84.2% |