Filed June 1, 2010
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 42-0127290 | Contract Administrator | $108,367 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $255,280 | $73,404+247.8% | $87,100+193.1% | $67,579+277.8% |
| Participation rate | 89.8% | 80.9%+8.9pp | 76.9%+12.9pp | 71.3%+18.5pp |
| Annual return | 14.08% | 48.29%-34.2pp | 28.19%-14.1pp | 378.56%-364.5pp |
| Employer contribution / active EE | $31 | $2,014-98.5% | $2,521-98.8% | $2,148-98.6% |
| Participant deferral / active EE | $4,591 | $3,913+17.3% | $4,049+13.4% | $3,539+29.7% |
| Admin fee / account holder | $293 | $142+107.0% | $7,497-96.1% | $142+106.0% |