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 | $431,038 |
Filed as: INVESTMENT RESEARCH & AD Service code 27 · EIN 58-1989031 | Advisory (Plan) | $52,500 |
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 | $80,363 | $47,202+70.3% | $93,606-14.1% | $99,062-18.9% |
| Participation rate | 62.5% | 57.3%+5.2pp | 68.7%-6.3pp | 71.6%-9.1pp |
| Annual return | 15.09% | 13.08%+2.0pp | 133.20%-118.1pp | 17.66%-2.6pp |
| Employer contribution / active EE | $977 | $1,134-13.8% | $2,420-59.6% | $3,262-70.0% |
| Participant deferral / active EE | $4,177 | $2,296+81.9% | $4,411-5.3% | $5,331-21.6% |
| Admin fee / account holder | $63 | $86-26.8% | $8,285-99.2% | $109-42.3% |