Filed December 31, 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 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 | $18,749 |
PLANNING CORP OF AMERICA3+ years Filed as: PLANNING SOLUTIONS GROUP, LLC Service code 27 · EIN 45-0491716 | Advisory (Plan) | $16,968 |
Filed as: AMERICAN RETIREMENT PLAN SERVICES L Service code 13 · EIN 52-2025778 | Contract Administrator | $4,068 |
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).
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 | $37,516 | $73,102-48.7% | $123,544-69.6% | $56,287-33.3% |
| Participation rate | 71.9% | 74.3%-2.4pp | 82.3%-10.4pp | 69.9%+2.0pp |
| Annual return | -7.89% | 3.01%-10.9pp | 119.20%-127.1pp | -9.96%+2.1pp |
| Employer contribution / active EE | $271 | $2,977-90.9% | $4,628-94.1% | $2,111-87.2% |
| Participant deferral / active EE | $2,912 | $5,423-46.3% | $6,426-54.7% | $3,350-13.1% |
| Admin fee / account holder | $215 | $554-61.1% | $9,284-97.7% | $521-58.7% |