Filed December 10, 2014 (most recent of 3 filings on file)
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 06-1050034 | Contract Administrator | $41,411 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $308,594 | $79,428+288.5% | $106,548+189.6% | $79,386+288.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 76.1%+23.9pp | 70.7%+29.3pp |
| Annual return | 11.76% | 18.27%-6.5pp | 26.80%-15.0pp | 116.85%-105.1pp |
| Employer contribution / active EE | $6,134 | $2,234+174.6% | $2,819+117.6% | $2,427+152.7% |
| Participant deferral / active EE | $11,140 | $3,823+191.4% | $4,398+153.3% | $4,046+175.4% |
| Admin fee / account holder | $212 | $523-59.5% | $7,407-97.1% | $626-66.2% |