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 | $132,550 |
Service code 27 · EIN 13-2638166 | Advisory (Plan) | $45,301 |
MORNINGSTAR1 year Service code 26 · EIN 36-4317381 | Advisory (Participants) | $1,046 |
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 | $69,911 | $2,679,533-97.4% | $164,813-57.6% | $199,593-65.0% |
| Participation rate | 93.6% | 78.3%+15.3pp | 78.6%+15.0pp | 72.0%+21.6pp |
| Annual return | 24.83% | 17.93%+6.9pp | 69.93%-45.1pp | 34.25%-9.4pp |
| Employer contribution / active EE | $1,753 | $2,970-41.0% | $4,341-59.6% | $3,034-42.2% |
| Participant deferral / active EE | $5,629 | $5,010+12.4% | $6,031-6.7% | $5,087+10.7% |
| Admin fee / account holder | $65 | $1,982-96.7% | $12,690-99.5% | $269-75.7% |