Filed December 30, 2014
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 |
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 | $138,053 | $90,410+52.7% | $91,001+51.7% | $77,958+77.1% |
| Participation rate | 96.8% | 86.4%+10.4pp | 75.6%+21.2pp | 71.6%+25.2pp |
| Annual return | 16.42% | 21.34%-4.9pp | 4.60%+11.8pp | 20.87%-4.4pp |
| Employer contribution / active EE | $4,735 | $3,392+39.6% | $2,456+92.8% | $2,310+104.9% |
| Participant deferral / active EE | $10,964 | $4,816+127.7% | $3,547+209.1% | $3,537+210.0% |
| Admin fee / account holder | $26 | $79-66.8% | $5,417-99.5% | $97-73.1% |