Filed May 29, 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 |
|---|---|---|
Filed as: FIDELITY INVESTMTS INSTTL OP CO INC Service code 37 · EIN 04-2647786 | Loan Processing | $65,693 |
SECURITIES AMERICA INC1 year Filed as: SECURITIES AMERICA INC. Service code 27 · EIN 11-2551174 | Advisory (Plan) | $0 |
COMMERCE BANK1 year Filed as: THE COMMERCE TRUST COMPANY Service code 26 · EIN 04-8096262 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,030 | $44,989-55.5% | $170,442-88.2% | $77,958-74.3% |
| Participation rate | 49.3% | 64.6%-15.3pp | 83.6%-34.3pp | 71.6%-22.3pp |
| Annual return | 81.17% | 19.61%+61.6pp | 205.93%-124.8pp | 20.87%+60.3pp |
| Employer contribution / active EE | $936 | $1,466-36.2% | $5,433-82.8% | $2,310-59.5% |
| Participant deferral / active EE | $1,388 | $2,208-37.1% | $4,939-71.9% | $3,537-60.8% |
| Admin fee / account holder | $82 | $69+19.3% | $13,880-99.4% | $97-15.5% |