Filed January 2, 2014 (most recent of 7 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 | $28,797 |
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 | $39,499 | $84,000-53.0% | $119,609-67.0% | $77,904-49.3% |
| Participation rate | 95.7% | 77.8%+17.9pp | 79.3%+16.4pp | 73.7%+22.0pp |
| Annual return | -16.00% | -11.59%-4.4pp | -14.97%-1.0pp | 12.21%-28.2pp |
| Employer contribution / active EE | $1,427 | $2,907-50.9% | $4,232-66.3% | $2,848-49.9% |
| Participant deferral / active EE | $4,055 | $4,705-13.8% | $5,602-27.6% | $4,806-15.6% |
| Admin fee / account holder | $6 | $116-95.1% | $10,323-99.9% | $133-95.8% |