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 | $96,328 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $252,029 | $79,519+216.9% | $95,952+162.7% | $73,409+243.3% |
| Participation rate | 90.8% | 81.2%+9.6pp | 77.1%+13.7pp | 72.2%+18.6pp |
| Annual return | 10.31% | 19.20%-8.9pp | 91.61%-81.3pp | 59.29%-49.0pp |
| Employer contribution / active EE | $9 | $2,048-99.6% | $2,541-99.6% | $2,234-99.6% |
| Participant deferral / active EE | $6,153 | $4,138+48.7% | $4,167+47.7% | $3,805+61.7% |
| Admin fee / account holder | $272 | $184+47.7% | $6,795-96.0% | $158+72.5% |