Filed May 14, 2013
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 | $7,634 |
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 | $25,055 | $61,156-59.0% | $185,823-86.5% | $79,386-68.4% |
| Participation rate | 91.5% | 66.6%+24.9pp | 81.7%+9.8pp | 70.7%+20.8pp |
| Annual return | 15.03% | 19.45%-4.4pp | 122.05%-107.0pp | 116.85%-101.8pp |
| Employer contribution / active EE | $606 | $2,321-73.9% | $5,167-88.3% | $2,427-75.0% |
| Participant deferral / active EE | $1,983 | $2,789-28.9% | $5,568-64.4% | $4,046-51.0% |
| Admin fee / account holder | $27 | $710-96.2% | $16,237-99.8% | $626-95.7% |