Filed June 16, 2016
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 | $43,893 |
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 | $42,482 | $69,305-38.7% | $82,313-48.4% | $69,631-39.0% |
| Participation rate | 67.0% | 80.3%-13.2pp | 76.9%-9.9pp | 70.7%-3.6pp |
| Annual return | 58.26% | 21.47%+36.8pp | 25.88%+32.4pp | 27571.02%-27512.8pp |
| Employer contribution / active EE | $1,873 | $1,887-0.7% | $2,428-22.9% | $2,032-7.9% |
| Participant deferral / active EE | $2,422 | $3,568-32.1% | $3,706-34.6% | $3,224-24.9% |
| Admin fee / account holder | $85 | $97-12.1% | $5,608-98.5% | $110-22.7% |