Filed September 3, 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 | $67,423 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,891 | $45,000-35.8% | $143,757-79.9% | $77,904-62.9% |
| Participation rate | 35.2% | 66.8%-31.6pp | 80.3%-45.1pp | 73.7%-38.5pp |
| Annual return | -15.26% | 29.03%-44.3pp | -0.04%-15.2pp | 12.21%-27.5pp |
| Employer contribution / active EE | $296 | $1,870-84.2% | $4,951-94.0% | $2,848-89.6% |
| Participant deferral / active EE | $1,843 | $3,157-41.6% | $5,637-67.3% | $4,806-61.6% |
| Admin fee / account holder | $116 | $98+18.1% | $14,673-99.2% | $133-12.3% |