Filed June 8, 2009
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 42-0127290 | Contract Administrator | $248,065 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,319 | $140,190-51.3% | $115,756-41.0% | $77,904-12.3% |
| Participation rate | 95.5% | 81.0%+14.5pp | 77.1%+18.4pp | 73.7%+21.8pp |
| Annual return | -14.94% | -13.46%-1.5pp | 143.14%-158.1pp | 12.21%-27.1pp |
| Employer contribution / active EE | $3,172 | $3,169+0.1% | $3,793-16.4% | $2,848+11.4% |
| Participant deferral / active EE | $9,988 | $5,401+84.9% | $6,254+59.7% | $4,806+107.8% |
| Admin fee / account holder | $50 | $138-63.7% | $8,124-99.4% | $133-62.1% |