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 | -$632,780 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $59,628 | $46,969+27.0% | $154,107-61.3% | $73,367-18.7% |
| Participation rate | 90.6% | 72.4%+18.2pp | 83.0%+7.5pp | 69.5%+21.1pp |
| Annual return | -5.74% | 821.68%-827.4pp | 735.12%-740.9pp | 173.45%-179.2pp |
| Employer contribution / active EE | $1,561 | $1,723-9.4% | $5,298-70.5% | $2,499-37.6% |
| Participant deferral / active EE | $5,093 | $3,162+61.0% | $5,081+0.2% | $4,033+26.3% |
| Admin fee / account holder | -$46 | $47-198.9% | $13,411-100.3% | $68-167.4% |