Filed December 24, 2012
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 15 · EIN 35-0145825 | Recordkeeping | $26,115 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,368 | $46,292-69.0% | $143,757-90.0% | $64,808-77.8% |
| Participation rate | 73.8% | 64.2%+9.5pp | 80.3%-6.6pp | 71.5%+2.3pp |
| Annual return | -13.06% | -10.05%-3.0pp | -0.04%-13.0pp | 32.82%-45.9pp |
| Employer contribution / active EE | $814 | $1,910-57.4% | $4,951-83.6% | $2,506-67.5% |
| Participant deferral / active EE | $1,071 | $2,646-59.5% | $5,637-81.0% | $4,310-75.1% |
| Admin fee / account holder | $40 | $154-73.9% | $14,673-99.7% | $188-78.6% |