Filed August 4, 2008 (most recent of 2 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 42-0127290 | Contract Administrator | $41,857 |
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 | $43,980 | $79,523-44.7% | $140,016-68.6% | $56,287-21.9% |
| Participation rate | 72.4% | 85.7%-13.3pp | 87.5%-15.1pp | 69.9%+2.5pp |
| Annual return | 0.46% | 2.39%-1.9pp | 651.12%-650.7pp | -9.96%+10.4pp |
| Employer contribution / active EE | $1,401 | $3,350-58.2% | $5,606-75.0% | $2,111-33.6% |
| Participant deferral / active EE | $2,967 | $5,129-42.2% | $6,927-57.2% | $3,350-11.4% |
| Admin fee / account holder | $163 | $614-73.4% | $10,705-98.5% | $521-68.7% |