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 |
|---|---|---|
CROWE LLP1 year Service code 16 · EIN 35-0921680 | Consulting | $6,300 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$448,155 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $67,192 | $58,202+15.4% | $172,739-61.1% | $89,569-25.0% |
| Participation rate | 89.4% | 72.8%+16.6pp | 82.6%+6.8pp | 69.6%+19.8pp |
| Annual return | 23.65% | 61.59%-37.9pp | 802.84%-779.2pp | 34.56%-10.9pp |
| Employer contribution / active EE | $1,652 | $1,759-6.1% | $5,143-67.9% | $2,584-36.1% |
| Participant deferral / active EE | $5,155 | $3,335+54.6% | $5,198-0.8% | $4,220+22.2% |
| Admin fee / account holder | -$29 | $53-155.7% | $13,954-100.2% | $72-140.9% |