Filed August 7, 2015 (most recent of 3 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 | $57,766 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,112 | $111,491-21.0% | $189,513-53.5% | $86,799+1.5% |
| Participation rate | 96.5% | 87.3%+9.2pp | 87.8%+8.7pp | 72.3%+24.2pp |
| Annual return | 16.45% | 83.50%-67.0pp | 555.15%-538.7pp | 97.91%-81.5pp |
| Employer contribution / active EE | $6,106 | $3,951+54.5% | $6,162-0.9% | $2,405+153.9% |
| Participant deferral / active EE | $8,198 | $6,437+27.4% | $8,221-0.3% | $4,131+98.4% |
| Admin fee / account holder | $156 | $189-17.5% | $12,045-98.7% | $170-8.2% |