Filed July 7, 2014 (most recent of 6 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 | $211,863 |
IRA GROUP1 year Filed as: IRA GROUP,INC Service code 27 · EIN 58-1989031 | Advisory (Plan) | $35,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,192 | $117,739-25.1% | $101,794-13.4% | $117,739-25.1% |
| Participation rate | 63.9% | 76.6%-12.8pp | 69.2%-5.3pp | 76.6%-12.8pp |
| Annual return | 17.36% | 17.29%+0.1pp | 30.53%-13.2pp | 17.29%+0.1pp |
| Employer contribution / active EE | $1,049 | $3,746-72.0% | $2,289-54.2% | $3,746-72.0% |
| Participant deferral / active EE | $4,434 | $6,128-27.6% | $4,084+8.6% | $6,128-27.6% |
| Admin fee / account holder | $26 | $112-76.8% | $8,777-99.7% | $112-76.8% |