Filed August 7, 2013 (most recent of 8 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 |
|---|---|---|
FID INV INST OPS CO1 year Service code 15 · EIN 04-2647786 | Recordkeeping | $101,872 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,955 | $43,466-5.8% | $90,951-55.0% | $90,288-54.6% |
| Participation rate | 69.7% | 62.5%+7.3pp | 69.0%+0.7pp | 73.4%-3.6pp |
| Annual return | 5.33% | 25.26%-19.9pp | 134.60%-129.3pp | 53.97%-48.6pp |
| Employer contribution / active EE | $935 | $840+11.3% | $2,122-55.9% | $2,524-63.0% |
| Participant deferral / active EE | $1,707 | $2,138-20.2% | $3,373-49.4% | $4,232-59.7% |
| Admin fee / account holder | $29 | $92-68.3% | $5,959-99.5% | $114-74.5% |