Filed February 13, 2014
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 15 · EIN 35-0145825 | Recordkeeping | $111,515 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,094 | $37,039-72.7% | $147,614-93.2% | $59,188-82.9% |
| Participation rate | 90.3% | 63.8%+26.5pp | 84.6%+5.7pp | 69.4%+20.9pp |
| Annual return | -0.19% | 7.19%-7.4pp | 61.98%-62.2pp | 5.51%-5.7pp |
| Employer contribution / active EE | $224 | $1,353-83.4% | $5,564-96.0% | $2,098-89.3% |
| Participant deferral / active EE | $1,166 | $2,094-44.3% | $4,895-76.2% | $3,265-64.3% |
| Admin fee / account holder | $7 | $60-88.9% | $11,611-99.9% | $92-92.8% |