Filed August 9, 2012 (most recent of 2 filings on file)
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 60 · EIN 04-2647786 | Sub-TA Fees | $75 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $67,722 | $63,299+7.0% | $91,001-25.6% | $62,292+8.7% |
| Participation rate | 58.6% | 73.3%-14.7pp | 75.6%-17.0pp | 69.5%-10.9pp |
| Annual return | 21.36% | 20.99%+0.4pp | 4.60%+16.8pp | 28.90%-7.5pp |
| Employer contribution / active EE | $1,139 | $1,807-37.0% | $2,456-53.6% | $2,042-44.2% |
| Participant deferral / active EE | $2,326 | $2,943-21.0% | $3,547-34.4% | $3,169-26.6% |
| Admin fee / account holder | $1 | $468-99.8% | $5,417-100.0% | $479-99.8% |