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 | $79,585 |
Service code 27 · EIN 22-3623353 | Advisory (Plan) | $41,331 |
THE BENEFIT PRACTICE8+ years Service code 13 · EIN 13-4144565 | Contract Administrator | $13,083 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,087 | $84,487-38.3% | $125,339-58.4% | $66,914-22.2% |
| Participation rate | 96.2% | 76.4%+19.8pp | 82.4%+13.8pp | 69.8%+26.4pp |
| Annual return | -17.03% | -8.39%-8.6pp | 572.05%-589.1pp | 1.58%-18.6pp |
| Employer contribution / active EE | $1,808 | $3,553-49.1% | $4,814-62.4% | $2,544-28.9% |
| Participant deferral / active EE | $11,942 | $6,781+76.1% | $7,446+60.4% | $4,237+181.9% |
| Admin fee / account holder | $276 | $685-59.6% | $10,010-97.2% | $593-53.4% |