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 | $96,316 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $263,755 | $185,342+42.3% | $111,297+137.0% | $86,799+203.9% |
| Participation rate | 93.0% | 81.0%+12.0pp | 77.3%+15.7pp | 72.3%+20.7pp |
| Annual return | 10.61% | 500.80%-490.2pp | 54.65%-44.0pp | 97.91%-87.3pp |
| Employer contribution / active EE | $2,078 | $2,246-7.5% | $2,731-23.9% | $2,405-13.6% |
| Participant deferral / active EE | $6,391 | $4,458+43.3% | $4,487+42.4% | $4,131+54.7% |
| Admin fee / account holder | $288 | $255+12.6% | $7,964-96.4% | $170+69.6% |