Filed October 16, 2015
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 35-0145825 | Recordkeeping | $24,089 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $30,954 | $58,879-47.4% | $178,490-82.7% | $73,488-57.9% |
| Participation rate | 72.7% | 66.2%+6.5pp | 81.9%-9.2pp | 70.7%+2.0pp |
| Annual return | 13.11% | 24.86%-11.8pp | 151.07%-138.0pp | 28.51%-15.4pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,037 | $2,567-20.7% | $5,202-60.8% | $3,740-45.5% |
| Admin fee / account holder | $1 | $400-99.8% | $13,984-100.0% | $513-99.8% |