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 | $20,023 |
PLANNING CORP OF AMERICA4+ years Filed as: PLANNING SOLUTIONS GROUP, LLC Service code 27 · EIN 45-0491716 | Advisory (Plan) | $17,206 |
Filed as: AMERICAN RETIREMENT PLAN SERVICES L Service code 13 · EIN 52-2025778 | Contract Administrator | $5,565 |
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 | $40,891 | $89,652-54.4% | $141,162-71.0% | $65,185-37.3% |
| Participation rate | 78.4% | 74.7%+3.7pp | 82.5%-4.0pp | 70.2%+8.2pp |
| Annual return | 19.54% | 32.79%-13.3pp | 71.39%-51.8pp | 29.38%-9.8pp |
| Employer contribution / active EE | $526 | $3,065-82.8% | $4,735-88.9% | $2,177-75.8% |
| Participant deferral / active EE | $3,409 | $5,691-40.1% | $6,709-49.2% | $3,514-3.0% |
| Admin fee / account holder | $199 | $569-65.0% | $10,261-98.1% | $847-76.5% |