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 | $112,207 |
SIGMA FINANCIAL CORPORATION3 years Service code 49 · EIN 38-2472555 | Other Services | $42,067 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $74,384 | $73,638+1.0% | $95,952-22.5% | $73,488+1.2% |
| Participation rate | 97.4% | 76.2%+21.2pp | 77.1%+20.3pp | 70.7%+26.7pp |
| Annual return | 18.85% | 16.78%+2.1pp | 91.61%-72.8pp | 28.51%-9.7pp |
| Employer contribution / active EE | $3,777 | $1,863+102.7% | $2,541+48.6% | $2,270+66.4% |
| Participant deferral / active EE | $16,488 | $3,617+355.9% | $4,167+295.7% | $3,740+340.9% |
| Admin fee / account holder | $240 | $482-50.3% | $6,795-96.5% | $513-53.3% |