Filed October 3, 2011
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 | $94,094 |
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 | $119,032 | $65,946+80.5% | $81,783+45.5% | $77,671+53.3% |
| Participation rate | 87.1% | 65.8%+21.3pp | 72.4%+14.7pp | 70.6%+16.5pp |
| Annual return | 16.50% | 26.65%-10.2pp | 775.05%-758.6pp | 31.21%-14.7pp |
| Employer contribution / active EE | $6,237 | $2,371+163.0% | $2,913+114.2% | $2,726+128.8% |
| Participant deferral / active EE | $8,361 | $3,507+138.4% | $4,320+93.5% | $4,648+79.9% |
| Admin fee / account holder | $171 | $527-67.5% | $7,380-97.7% | $430-60.2% |