Filed October 30, 2014
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 06-1050034 | Contract Administrator | $709,926 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $102,598 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $159,307 | $114,241+39.4% | $159,436-0.1% | $101,517+56.9% |
| Participation rate | 96.3% | 71.7%+24.6pp | 82.8%+13.5pp | 74.6%+21.7pp |
| Annual return | 12.75% | 22.81%-10.1pp | 263.57%-250.8pp | 21.00%-8.2pp |
| Employer contribution / active EE | $4,085 | $3,214+27.1% | $4,829-15.4% | $2,973+37.4% |
| Participant deferral / active EE | $7,727 | $6,307+22.5% | $7,352+5.1% | $4,873+58.6% |
| Admin fee / account holder | $107 | $81+32.2% | $10,799-99.0% | $139-23.4% |