Filed April 18, 2016 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 12 · EIN 48-1205033 | Sub-transfer agency fees; Recordkeepi... | $16,718 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $22,242 | $42,548-47.7% | $74,550-70.2% | $56,287-60.5% |
| Participation rate | 84.0% | 60.5%+23.5pp | 69.1%+14.9pp | 69.9%+14.1pp |
| Annual return | 8.66% | 12.40%-3.7pp | 32.53%-23.9pp | -9.96%+18.6pp |
| Employer contribution / active EE | $400 | $855-53.2% | $1,961-79.6% | $2,111-81.1% |
| Participant deferral / active EE | $1,131 | $2,277-50.3% | $3,108-63.6% | $3,350-66.2% |
| Admin fee / account holder | $104 | $467-77.8% | $5,060-98.0% | $521-80.1% |