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 | $108,182 |
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 | $156,303 | $96,403+62.1% | $93,606+67.0% | $77,787+100.9% |
| Participation rate | 99.1% | 87.6%+11.5pp | 75.8%+23.3pp | 73.2%+25.9pp |
| Annual return | 23.23% | 39.36%-16.1pp | 32.76%-9.5pp | 32.57%-9.3pp |
| Employer contribution / active EE | $6,346 | $3,616+75.5% | $2,718+133.5% | $2,504+153.4% |
| Participant deferral / active EE | $12,515 | $5,341+134.3% | $4,069+207.6% | $3,967+215.5% |
| Admin fee / account holder | $36 | $90-60.3% | $7,888-99.5% | $100-64.5% |