Filed February 29, 2012 (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 13 · EIN 42-0127290 | Contract Administrator | $102,703 |
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 | $92,580 | $84,784+9.2% | $98,439-6.0% | $74,419+24.4% |
| Participation rate | 98.3% | 81.5%+16.7pp | 75.2%+23.1pp | 70.7%+27.5pp |
| Annual return | 16.00% | 20.59%-4.6pp | 21.16%-5.2pp | 34.38%-18.4pp |
| Employer contribution / active EE | $5,312 | $3,364+57.9% | $3,048+74.3% | $2,637+101.4% |
| Participant deferral / active EE | $5,304 | $5,218+1.7% | $4,738+12.0% | $4,528+17.1% |
| Admin fee / account holder | $120 | $204-41.3% | $8,948-98.7% | $348-65.5% |