Filed February 1, 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 9-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 12 · EIN 13-1614399 | Recordkeeping and information managem... | $7,691 |
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 | $18,213 | $50,815-64.2% | $155,509-88.3% | $77,643-76.5% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 17.19% | 34.80%-17.6pp | 64.67%-47.5pp | 31.24%-14.0pp |
| Employer contribution / active EE | $500 | $1,993-74.9% | $4,672-89.3% | $2,726-81.6% |
| Participant deferral / active EE | $1,399 | $2,822-50.4% | $5,626-75.1% | $4,647-69.9% |
| Admin fee / account holder | $14 | $437-96.7% | $15,912-99.9% | $430-96.7% |