Filed August 20, 2014 (most recent of 4 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 16 · EIN 04-2647786 | Consulting | $566,176 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $100,840 | $92,153+9.4% | $76,817+31.3% | $82,204+22.7% |
| Participation rate | 95.0% | 79.4%+15.5pp | 72.1%+22.9pp | 73.4%+21.6pp |
| Annual return | 24.90% | 21.12%+3.8pp | 1166.11%-1141.2pp | 26.31%-1.4pp |
| Employer contribution / active EE | $4,049 | $3,043+33.1% | $2,302+75.9% | $2,707+49.6% |
| Participant deferral / active EE | $6,147 | $4,304+42.8% | $3,336+84.3% | $4,246+44.8% |
| Admin fee / account holder | $62 | $70-11.3% | $6,420-99.0% | $76-17.6% |