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 | $103,907 |
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 | $81,813 | $110,299-25.8% | $102,423-20.1% | $199,593-59.0% |
| Participation rate | 94.7% | 86.3%+8.4pp | 76.5%+18.2pp | 72.0%+22.7pp |
| Annual return | 14.04% | 35.73%-21.7pp | 29.32%-15.3pp | 34.25%-20.2pp |
| Employer contribution / active EE | $2,390 | $3,603-33.7% | $3,023-20.9% | $3,034-21.2% |
| Participant deferral / active EE | $3,693 | $6,376-42.1% | $5,053-26.9% | $5,087-27.4% |
| Admin fee / account holder | $49 | $122-60.1% | $9,451-99.5% | $269-81.8% |