Filed May 14, 2014
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 15 · EIN 35-0145825 | Recordkeeping | $6,385 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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).
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 | $12,273 | $41,377-70.3% | $109,313-88.8% | $62,891-80.5% |
| Participation rate | 81.5% | 57.5%+24.0pp | 71.3%+10.3pp | 69.3%+12.2pp |
| Annual return | 9.45% | 11.05%-1.6pp | 22.07%-12.6pp | 20.14%-10.7pp |
| Employer contribution / active EE | $1,459 | $1,276+14.4% | $3,892-62.5% | $2,281-36.0% |
| Participant deferral / active EE | $1,439 | $2,045-29.7% | $3,166-54.6% | $3,203-55.1% |
| Admin fee / account holder | $17 | $2,884-99.4% | $5,666-99.7% | $4,296-99.6% |