Filed August 28, 2014
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 | $100,859 |
SIGMA FINANCIAL CORPORATION2 years Service code 49 · EIN 38-2472555 | Other Services | $36,205 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $56,605 | $73,404-22.9% | $87,100-35.0% | $67,579-16.2% |
| Participation rate | 99.1% | 80.9%+18.3pp | 76.9%+22.2pp | 71.3%+27.8pp |
| Annual return | 28.98% | 48.29%-19.3pp | 28.19%+0.8pp | 378.56%-349.6pp |
| Employer contribution / active EE | $3,906 | $2,014+93.9% | $2,521+54.9% | $2,148+81.8% |
| Participant deferral / active EE | $10,042 | $3,913+156.7% | $4,049+148.0% | $3,539+183.7% |
| Admin fee / account holder | $168 | $142+18.4% | $7,497-97.8% | $142+17.8% |