Filed December 14, 2015 (most recent of 3 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 49 · EIN 71-0294708 | Other Services | $0 |
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 | $50,373 | $60,989-17.4% | $60,874-17.2% | $66,914-24.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 73.1%+26.9pp | 69.8%+30.2pp |
| Annual return | -13.92% | -9.60%-4.3pp | 16.90%-30.8pp | 1.58%-15.5pp |
| Employer contribution / active EE | $4,643 | $2,661+74.5% | $2,701+71.9% | $2,544+82.5% |
| Participant deferral / active EE | $5,381 | $3,615+48.9% | $3,817+41.0% | $4,237+27.0% |
| Admin fee / account holder | $25 | $338-92.5% | $3,224-99.2% | $593-95.7% |