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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$364,013 |
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 | $62,665 | $53,684+16.7% | $170,442-63.2% | $80,976-22.6% |
| Participation rate | 88.9% | 69.2%+19.7pp | 83.6%+5.3pp | 68.3%+20.7pp |
| Annual return | 20.90% | 25.97%-5.1pp | 205.93%-185.0pp | 22.91%-2.0pp |
| Employer contribution / active EE | $1,369 | $1,642-16.6% | $5,433-74.8% | $2,402-43.0% |
| Participant deferral / active EE | $4,529 | $3,017+50.1% | $4,939-8.3% | $3,848+17.7% |
| Admin fee / account holder | -$27 | $46-158.5% | $13,880-100.2% | $67-140.2% |