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 | $689,278 |
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 | $78,446 | $66,513+17.9% | $178,490-56.1% | $106,222-26.1% |
| Participation rate | 90.2% | 73.8%+16.4pp | 81.9%+8.3pp | 70.8%+19.4pp |
| Annual return | 18.78% | 21.81%-3.0pp | 151.07%-132.3pp | 21.69%-2.9pp |
| Employer contribution / active EE | $1,176 | $1,776-33.8% | $5,011-76.5% | $2,723-56.8% |
| Participant deferral / active EE | $5,956 | $3,679+61.9% | $5,202+14.5% | $4,600+29.5% |
| Admin fee / account holder | $44 | $53-17.2% | $13,984-99.7% | $78-43.5% |