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 | $71,004 |
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 | $60,488 | $84,993-28.8% | $129,995-53.5% | $80,160-24.5% |
| Participation rate | 88.6% | 79.5%+9.1pp | 78.5%+10.2pp | 72.9%+15.7pp |
| Annual return | 17.98% | 23.76%-5.8pp | -137.18%+155.2pp | 40.38%-22.4pp |
| Employer contribution / active EE | $1,664 | $3,051-45.5% | $4,320-61.5% | $2,978-44.1% |
| Participant deferral / active EE | $4,998 | $4,984+0.3% | $5,820-14.1% | $5,017-0.4% |
| Admin fee / account holder | $23 | $391-94.2% | $10,614-99.8% | $145-84.4% |