Filed June 1, 2014 (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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $55,241 |
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 | $84,858 | $47,898+77.2% | $117,472-27.8% | $64,808+30.9% |
| Participation rate | 94.2% | 61.9%+32.3pp | 70.6%+23.6pp | 71.5%+22.7pp |
| Annual return | -15.45% | -15.54%+0.1pp | 29.74%-45.2pp | 32.82%-48.3pp |
| Employer contribution / active EE | $2,911 | $1,774+64.1% | $4,176-30.3% | $2,506+16.2% |
| Participant deferral / active EE | $5,459 | $3,151+73.3% | $4,070+34.1% | $4,310+26.6% |
| Admin fee / account holder | $111 | $132-15.8% | $5,645-98.0% | $188-40.9% |