Filed June 26, 2013 (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 3-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 64 · EIN 04-2647786 | Recordkeeping Fees | $86,860 |
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $74,966 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $44,246 | $56,102-21.1% | $101,794-56.5% | $102,872-57.0% |
| Participation rate | 94.4% | 70.4%+24.0pp | 69.2%+25.2pp | 73.0%+21.4pp |
| Annual return | 13.46% | 14.06%-0.6pp | 30.53%-17.1pp | 19.06%-5.6pp |
| Employer contribution / active EE | $19 | $1,380-98.6% | $2,289-99.2% | $3,526-99.5% |
| Participant deferral / active EE | $4,603 | $2,801+64.3% | $4,084+12.7% | $5,535-16.8% |
| Admin fee / account holder | $135 | $262-48.5% | $8,777-98.5% | $292-53.8% |