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 | $38,849 |
Form 5500 reported that benefits due were not provided when due.
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 | $127,337 | $134,045-5.0% | $80,019+59.1% | $75,289+69.1% |
| Participation rate | 98.0% | 85.8%+12.2pp | 75.8%+22.2pp | 72.4%+25.6pp |
| Annual return | -4.81% | -0.56%-4.2pp | 11.22%-16.0pp | -0.04%-4.8pp |
| Employer contribution / active EE | $5,763 | $3,492+65.0% | $2,468+133.5% | $2,405+139.6% |
| Participant deferral / active EE | $11,827 | $4,976+137.7% | $3,686+220.9% | $3,739+216.3% |
| Admin fee / account holder | $18 | $124-85.7% | $6,521-99.7% | $102-82.7% |