Filed January 9, 2015
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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $19,441 |
HILEMAN ASSOCIATES, INC.1 year Filed as: HILEMAN ASSOCIATES Service code 14 · EIN 34-1373917 | Plan Administrator | $3,745 |
USI CONSULTING GROUP1 year Service code 12 · EIN 06-1053228 | Consulting (pension); Participant loa... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $20,460 | $50,666-59.6% | $76,817-73.4% | $65,185-68.6% |
| Participation rate | 90.5% | 68.8%+21.7pp | 72.1%+18.4pp | 70.2%+20.3pp |
| Annual return | 17.20% | 28.51%-11.3pp | 1166.11%-1148.9pp | 29.38%-12.2pp |
| Employer contribution / active EE | $1,998 | $1,575+26.9% | $2,302-13.2% | $2,177-8.2% |
| Participant deferral / active EE | $1,747 | $2,647-34.0% | $3,336-47.6% | $3,514-50.3% |
| Admin fee / account holder | $150 | $463-67.5% | $6,420-97.7% | $847-82.3% |