Filed December 13, 2016 (most recent of 3 filings on file)
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 |
|---|---|---|
PANASONIC CORP OF NORTH AMERICA1+ years Service code 14 · EIN 36-2786846 | Plan Administrator | $236,336 |
MERCER1+ years Service code 10 · EIN 61-0736136 | Accounting | $42,387 |
COHN REZNICK LLP1+ years Filed as: J.H. COHN LLP Service code 10 · EIN 22-1478099 | Accounting | $21,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$102,446 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $113,750 | $69,298+64.1% | $94,224+20.7% | $67,505+68.5% |
| Participation rate | 85.1% | 78.7%+6.4pp | 78.8%+6.3pp | 71.2%+13.9pp |
| Annual return | 6.00% | 4.36%+1.6pp | 10.68%-4.7pp | 6.52%-0.5pp |
| Employer contribution / active EE | $3,225 | $1,785+80.7% | $3,587-10.1% | $2,173+48.4% |
| Participant deferral / active EE | $8,580 | $3,471+147.2% | $4,320+98.6% | $3,597+138.6% |
| Admin fee / account holder | $27 | $59-54.0% | $6,269-99.6% | $56-51.8% |