Filed February 29, 2012
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 64 · EIN 71-0294708 | Recordkeeping Fees | $200 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,934 | $44,873-42.2% | $79,464-67.4% | $56,287-53.9% |
| Participation rate | 77.5% | 68.7%+8.8pp | 73.3%+4.2pp | 69.9%+7.7pp |
| Annual return | -0.86% | 0.81%-1.7pp | 718.14%-719.0pp | -9.96%+9.1pp |
| Employer contribution / active EE | $890 | $2,140-58.4% | $2,800-68.2% | $2,111-57.8% |
| Participant deferral / active EE | $1,447 | $2,746-47.3% | $3,704-60.9% | $3,350-56.8% |
| Admin fee / account holder | $5 | $418-98.7% | $5,113-99.9% | $521-99.0% |