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 | $33,030 |
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 | $90,540 | $58,778+54.0% | $129,207-29.9% | $77,643+16.6% |
| Participation rate | 93.5% | 59.2%+34.3pp | 69.6%+23.9pp | 70.6%+22.9pp |
| Annual return | 14.07% | 24.73%-10.7pp | 9417.33%-9403.3pp | 31.24%-17.2pp |
| Employer contribution / active EE | $3,485 | $1,952+78.5% | $4,153-16.1% | $2,726+27.8% |
| Participant deferral / active EE | $5,999 | $3,212+86.7% | $4,168+43.9% | $4,647+29.1% |
| Admin fee / account holder | $55 | $589-90.7% | $7,715-99.3% | $430-87.3% |