Filed June 14, 2008 (most recent of 2 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 15 · EIN 35-0145825 | Recordkeeping | $86,084 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,948 | $45,719+18.0% | $96,139-43.9% | $93,030-42.0% |
| Participation rate | 14.5% | 45.8%-31.4pp | 68.4%-54.0pp | 73.9%-59.4pp |
| Annual return | 12.43% | 3211.95%-3199.5pp | 191.94%-179.5pp | 158.70%-146.3pp |
| Employer contribution / active EE | $81 | $1,139-92.9% | $2,797-97.1% | $2,706-97.0% |
| Participant deferral / active EE | $490 | $2,344-79.1% | $4,349-88.7% | $4,562-89.3% |
| Admin fee / account holder | $9 | $128-93.1% | $5,537-99.8% | $152-94.2% |