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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $55,633 |
PLANTE & MORAN, PLLC1 year Service code 10 · EIN 38-1357951 | Accounting | $24,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $22,438 | $66,457-66.2% | $81,382-72.4% | $77,643-71.1% |
| Participation rate | 82.9% | 68.7%+14.2pp | 69.5%+13.5pp | 70.6%+12.4pp |
| Annual return | 6.87% | 15.93%-9.1pp | 24.73%-17.9pp | 31.24%-24.4pp |
| Employer contribution / active EE | $1,590 | $2,159-26.4% | $2,463-35.4% | $2,726-41.7% |
| Participant deferral / active EE | $1,585 | $3,679-56.9% | $3,883-59.2% | $4,647-65.9% |
| Admin fee / account holder | $209 | $583-64.2% | $5,768-96.4% | $430-51.5% |