Filed May 15, 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 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 15 · EIN 35-0145825 | Recordkeeping | $126,162 |
Service code 26 · EIN 64-0936752 | Advisory (Participants) | $14,932 |
Filed as: HUB INTERNATIONAL GULF SOUTH LTD Service code 13 · EIN 35-0672425 | Contract Administrator | $12,963 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $36,075 | $36,916-2.3% | $156,549-77.0% | $57,658-37.4% |
| Participation rate | 70.6% | 63.4%+7.2pp | 84.0%-13.4pp | 70.2%+0.4pp |
| Annual return | 5.65% | 12.38%-6.7pp | 32.23%-26.6pp | 5.13%+0.5pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $2,036 | $1,926+5.8% | $4,871-58.2% | $3,061-33.5% |
| Admin fee / account holder | $76 | $82-7.5% | $13,027-99.4% | $95-19.3% |