Filed January 14, 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 9-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 |
|---|---|---|
ALIGHT SOLUTIONS LLC1 year Service code 15 · EIN 82-1061233 | Recordkeeping | $348,157 |
HEWITT ASSOCIATES LLC3+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $166,027 |
MATRIX TRUST COMPANY2 years Service code 21 · EIN 75-3182674 | Bank Trustee | $91,279 |
IRA GROUP3+ years Service code 27 · EIN 58-1989031 | Advisory (Plan) | $40,217 |
RSM US LLP3+ years Service code 10 · EIN 42-0714325 | Accounting | $33,015 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $23,228 | $177,276-86.9% | $185,117-87.5% | $177,276-86.9% |
| Participation rate | 90.1% | 74.8%+15.3pp | 77.3%+12.9pp | 74.8%+15.3pp |
| Annual return | 18.07% | 21.25%-3.2pp | 40.50%-22.4pp | 21.25%-3.2pp |
| Employer contribution / active EE | $1,528 | $2,479-38.4% | $4,182-63.5% | $2,479-38.4% |
| Participant deferral / active EE | $2,786 | $3,881-28.2% | $5,045-44.8% | $3,881-28.2% |
| Admin fee / account holder | $69 | $154-55.4% | $8,159-99.2% | $154-55.4% |