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 | $286,021 |
IVINS, PHILLIPS & BARKER1 year Service code 29 · EIN 52-1229560 | Legal | $70,913 |
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 | $190,126 | $105,190+80.7% | $98,907+92.2% | $90,288+110.6% |
| Participation rate | 99.9% | 86.4%+13.6pp | 76.0%+23.9pp | 73.4%+26.6pp |
| Annual return | 16.21% | 18.52%-2.3pp | 196.43%-180.2pp | 53.97%-37.8pp |
| Employer contribution / active EE | $15,922 | $3,831+315.7% | $2,689+492.2% | $2,524+530.8% |
| Participant deferral / active EE | $13,171 | $5,616+134.5% | $4,244+210.3% | $4,232+211.2% |
| Admin fee / account holder | $96 | $97-1.7% | $6,642-98.6% | $114-16.1% |