Filed August 7, 2013 (most recent of 4 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 |
|---|---|---|
SELDEN FOX, LTD.1 year Filed as: SELDON FOX, LTD Service code 50 · EIN 36-2985770 | Direct Payment | $8,745 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $790 |
Service code 49 | Other Services | $20 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: MESIROW FINANCIAL INV. MGMT., INC Service code 49 · EIN 36-3429599 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $72,410 | $63,299+14.4% | $91,001-20.4% | $62,292+16.2% |
| Participation rate | 54.7% | 73.3%-18.7pp | 75.6%-20.9pp | 69.5%-14.9pp |
| Annual return | 15.74% | 20.99%-5.3pp | 4.60%+11.1pp | 28.90%-13.2pp |
| Employer contribution / active EE | $258 | $1,807-85.7% | $2,456-89.5% | $2,042-87.4% |
| Participant deferral / active EE | $1,493 | $2,943-49.3% | $3,547-57.9% | $3,169-52.9% |
| Admin fee / account holder | $70 | $468-85.1% | $5,417-98.7% | $479-85.5% |