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 | $63,972 |
HAYNES AND BOONE, LLP2 years Service code 29 · EIN 75-1312888 | Legal | $10,490 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,591 | $136,266+60.4% | $90,749+140.9% | $77,904+180.6% |
| Participation rate | 68.8% | 86.6%-17.8pp | 75.7%-6.9pp | 73.7%-4.8pp |
| Annual return | -16.54% | -11.32%-5.2pp | -12.16%-4.4pp | 12.21%-28.7pp |
| Employer contribution / active EE | $15,112 | $4,215+258.5% | $2,921+417.4% | $2,848+430.7% |
| Participant deferral / active EE | $14,695 | $6,353+131.3% | $4,564+222.0% | $4,806+205.8% |
| Admin fee / account holder | $21 | $399-94.8% | $8,445-99.8% | $133-84.2% |