Filed November 25, 2008 (most recent of 3 filings on file)
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 13 · EIN 34-1781113 100 TERRA BELLA DRIVE · YOUNGSTOWN, OH 44505 | Contract Administrator | $23,295 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,186 | $46,761-1.2% | $106,619-56.7% | $57,658-19.9% |
| Participation rate | 43.7% | 56.9%-13.2pp | 78.0%-34.3pp | 70.2%-26.5pp |
| Annual return | 1.32% | 15.77%-14.5pp | 9.42%-8.1pp | 5.13%-3.8pp |
| Employer contribution / active EE | $739 | $1,274-42.0% | $3,947-81.3% | $1,974-62.6% |
| Participant deferral / active EE | $1,590 | $1,954-18.7% | $3,930-59.6% | $3,061-48.1% |
| Admin fee / account holder | $137 | $97+41.9% | $6,418-97.9% | $95+45.3% |