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 | $30,481 |
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 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 | $48,703 | $54,390-10.5% | $117,039-58.4% | $69,631-30.1% |
| Participation rate | 40.6% | 58.5%-18.0pp | 77.2%-36.6pp | 70.7%-30.1pp |
| Annual return | 14.48% | 18.33%-3.8pp | 18.95%-4.5pp | 27571.02%-27556.5pp |
| Employer contribution / active EE | $721 | $1,357-46.9% | $3,785-81.0% | $2,032-64.5% |
| Participant deferral / active EE | $1,562 | $2,076-24.7% | $3,929-60.2% | $3,224-51.5% |
| Admin fee / account holder | $155 | $98+58.6% | $5,974-97.4% | $110+40.4% |