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 | $49,647 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $65,342 | $549,947-88.1% | $177,821-63.3% | - |
| Participation rate | 75.5% | 87.8%-12.3pp | 87.7%-12.2pp | - |
| Annual return | 22.75% | 10.27%+12.5pp | 48.32%-25.6pp | - |
| Employer contribution / active EE | $1,862 | $3,110-40.1% | $5,918-68.5% | - |
| Participant deferral / active EE | $2,927 | $4,796-39.0% | $7,714-62.1% | - |
| Admin fee / account holder | $167 | $57,220-99.7% | $12,427-98.7% | - |