Filed January 28, 2010
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 13 · EIN 42-0127290 | Contract Administrator | $43,089 |
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 | $30,962 | $43,999-29.6% | $79,464-61.0% | $55,725-44.4% |
| Participation rate | 95.2% | 66.9%+28.3pp | 73.3%+21.9pp | 70.9%+24.4pp |
| Annual return | -3.43% | 1.81%-5.2pp | 718.14%-721.6pp | 244.93%-248.4pp |
| Employer contribution / active EE | $2,041 | $1,830+11.6% | $2,800-27.1% | $2,078-1.8% |
| Participant deferral / active EE | $3,284 | $2,538+29.4% | $3,704-11.3% | $3,356-2.1% |
| Admin fee / account holder | $40 | $118-66.2% | $5,113-99.2% | $115-65.5% |