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 | $96,601 |
Service code 27 · EIN 22-3623353 | Advisory (Plan) | $36,173 |
THE BENEFIT PRACTICE10+ years Service code 12 · EIN 13-4144565 | Other fees; Claims processing; Contra... | $17,072 |
Filed as: J.P. MORGAN SECURITIES LLC Service code 27 | Advisory (Plan) | $13,299 |
Filed as: J. P. MORGAN SECURITIES LLC Service code 27 · EIN 13-4110995 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $79,413 | $101,317-21.6% | $146,958-46.0% | $74,495+6.6% |
| Participation rate | 94.9% | 75.5%+19.4pp | 82.2%+12.8pp | 67.2%+27.7pp |
| Annual return | 14.21% | 8730.91%-8716.7pp | 418.34%-404.1pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $1,941 | $3,810-49.1% | $4,933-60.7% | $2,623-26.0% |
| Participant deferral / active EE | $12,794 | $7,303+75.2% | $8,070+58.5% | $4,346+194.4% |
| Admin fee / account holder | $379 | $1,739-78.2% | $12,998-97.1% | $1,942-80.5% |