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 | $8,325 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $11,943 | $46,869-74.5% | $122,332-90.2% | $70,131-83.0% |
| Participation rate | 74.6% | 58.2%+16.4pp | 71.6%+3.0pp | 69.5%+5.1pp |
| Annual return | 11.88% | 24.22%-12.3pp | 30.27%-18.4pp | 73.14%-61.3pp |
| Employer contribution / active EE | $1,591 | $1,288+23.6% | $4,050-60.7% | $2,342-32.1% |
| Participant deferral / active EE | $1,582 | $2,166-27.0% | $3,287-51.9% | $3,332-52.5% |
| Admin fee / account holder | $21 | $3,322-99.4% | $5,478-99.6% | $4,645-99.5% |