Filed April 22, 2016
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 13-3689044 | Recordkeeping | $42,011 |
FINANCIAL CONCEPTS, INC.2+ years Service code 27 · EIN 41-1505971 | Advisory (Plan) | $13,282 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $17,345 | $23,385-25.8% | $69,182-74.9% | $57,658-69.9% |
| Participation rate | 97.3% | 37.9%+59.4pp | 55.1%+42.2pp | 70.2%+27.1pp |
| Annual return | 8.96% | -659.34%+668.3pp | -21.93%+30.9pp | 5.13%+3.8pp |
| Employer contribution / active EE | $556 | $422+31.6% | $1,206-53.9% | $1,974-71.8% |
| Participant deferral / active EE | $1,709 | $843+102.7% | $1,897-9.9% | $3,061-44.2% |
| Admin fee / account holder | $127 | $82+54.3% | $2,697-95.3% | $95+34.0% |