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 | $24,259 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,972 | $47,126-70.4% | $149,673-90.7% | $74,419-81.2% |
| Participation rate | 82.2% | 63.4%+18.8pp | 78.8%+3.5pp | 70.7%+11.5pp |
| Annual return | 9.19% | 22.75%-13.6pp | 134.42%-125.2pp | 34.38%-25.2pp |
| Employer contribution / active EE | $770 | $1,905-59.6% | $4,818-84.0% | $2,637-70.8% |
| Participant deferral / active EE | $1,129 | $2,728-58.6% | $5,680-80.1% | $4,528-75.1% |
| Admin fee / account holder | $31 | $343-90.9% | $13,210-99.8% | $348-91.1% |