Filed June 17, 2012
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 | $143,125 |
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 | $236,166 | $110,299+114.1% | $102,423+130.6% | $199,593+18.3% |
| Participation rate | 98.2% | 86.3%+11.9pp | 76.5%+21.7pp | 72.0%+26.2pp |
| Annual return | 14.98% | 35.73%-20.8pp | 29.32%-14.3pp | 34.25%-19.3pp |
| Employer contribution / active EE | $6,339 | $3,603+75.9% | $3,023+109.7% | $3,034+108.9% |
| Participant deferral / active EE | $12,220 | $6,376+91.7% | $5,053+141.9% | $5,087+140.2% |
| Admin fee / account holder | $85 | $122-30.7% | $9,451-99.1% | $269-68.5% |