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 | $550,123 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $76,281 |
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 | $148,117 | $121,599+21.8% | $135,903+9.0% | $103,482+43.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 81.9%+18.1pp | 73.3%+26.7pp |
| Annual return | 13.96% | 26.09%-12.1pp | 68.23%-54.3pp | 33.11%-19.2pp |
| Employer contribution / active EE | $4,604 | $4,627-0.5% | $4,856-5.2% | $3,208+43.5% |
| Participant deferral / active EE | $8,863 | $7,782+13.9% | $7,758+14.2% | $5,207+70.2% |
| Admin fee / account holder | $78 | $76+2.7% | $10,762-99.3% | $114-31.9% |