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 | $252,902 |
Filed as: INVESTMENT RESEARCH Service code 27 · EIN 58-1989031 | Advisory (Plan) | $70,000 |
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 | $69,266 | $40,592+70.6% | $86,188-19.6% | $103,482-33.1% |
| Participation rate | 65.2% | 58.1%+7.1pp | 69.0%-3.7pp | 73.3%-8.0pp |
| Annual return | 16.04% | 18.32%-2.3pp | 1168.45%-1152.4pp | 33.11%-17.1pp |
| Employer contribution / active EE | $950 | $974-2.4% | $2,380-60.1% | $3,208-70.4% |
| Participant deferral / active EE | $4,047 | $2,072+95.3% | $3,985+1.5% | $5,207-22.3% |
| Admin fee / account holder | $46 | $85-46.2% | $6,852-99.3% | $114-60.1% |