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 |
|---|---|---|
RETIREMENT BENEFIT SOLUTIONS2 years Service code 49 · EIN 71-0294708 | Other Services | $7,562 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,273 | $65,557-18.7% | $64,056-16.8% | $71,457-25.4% |
| Participation rate | 100.0% | 73.2%+26.8pp | 72.3%+27.7pp | 67.9%+32.1pp |
| Annual return | 10.73% | 18.94%-8.2pp | 33.69%-23.0pp | 28.85%-18.1pp |
| Employer contribution / active EE | $4,274 | $2,669+60.1% | $2,747+55.6% | $2,588+65.2% |
| Participant deferral / active EE | $4,925 | $3,626+35.8% | $3,880+26.9% | $4,289+14.8% |
| Admin fee / account holder | $24 | $616-96.0% | $3,068-99.2% | $1,587-98.5% |