Filed August 20, 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 15 · EIN 84-0467907 | Recordkeeping | $23,008 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,497 | $71,957+13.3% | $67,652+20.5% | $59,188+37.7% |
| Participation rate | 71.0% | 82.7%-11.7pp | 75.7%-4.7pp | 69.4%+1.6pp |
| Annual return | -9.40% | 8.53%-17.9pp | 6625.04%-6634.4pp | 5.51%-14.9pp |
| Employer contribution / active EE | $2 | $2,432-99.9% | $2,266-99.9% | $2,098-99.9% |
| Participant deferral / active EE | $3,122 | $4,211-25.9% | $3,560-12.3% | $3,265-4.4% |
| Admin fee / account holder | $16 | $64-74.9% | $4,821-99.7% | $92-82.6% |