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 | $281,303 |
Filed as: INVESTMENT RESEARCH Service code 27 · EIN 58-1989031 | Advisory (Plan) | $70,000 |
Filed as: INWEST RETIREMENT SOLUTI Service code 13 · EIN 75-2408441 | Contract Administrator | $18,693 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $71,699 | $39,166+83.1% | $79,550-9.9% | $78,044-8.1% |
| Participation rate | 52.2% | 57.3%-5.1pp | 69.5%-17.3pp | 74.4%-22.2pp |
| Annual return | -7.69% | -9.39%+1.7pp | 0.16%-7.9pp | 10.87%-18.6pp |
| Employer contribution / active EE | $1,019 | $1,0190% | $2,413-57.8% | $3,125-67.4% |
| Participant deferral / active EE | $3,961 | $2,079+90.5% | $3,985-0.6% | $5,084-22.1% |
| Admin fee / account holder | $55 | $67-18.4% | $6,832-99.2% | $79-30.6% |