Filed January 24, 2014 (most recent of 5 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 |
|---|---|---|
RUSH UNIVERSITY MEDICAL CENTER1 year Service code 16 · EIN 36-2174823 | Consulting | $6,252 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$343,775 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $54,383 | $49,270+10.4% | $156,549-65.3% | $329,111-83.5% |
| Participation rate | 93.7% | 68.1%+25.6pp | 84.0%+9.7pp | 67.9%+25.9pp |
| Annual return | 8.69% | 23.25%-14.6pp | 32.23%-23.5pp | 16.35%-7.7pp |
| Employer contribution / active EE | $1,502 | $1,534-2.1% | $5,501-72.7% | $2,303-34.8% |
| Participant deferral / active EE | $4,628 | $2,920+58.5% | $4,871-5.0% | $3,682+25.7% |
| Admin fee / account holder | -$27 | $51-153.7% | $13,027-100.2% | $754-103.6% |