Filed October 14, 2015
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $360,179 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $132,698 | $164,864-19.5% | $453,369-70.7% | $93,030+42.6% |
| Participation rate | 97.7% | 84.2%+13.5pp | 78.0%+19.7pp | 73.9%+23.8pp |
| Annual return | 32.61% | 17.89%+14.7pp | 64.40%-31.8pp | 158.70%-126.1pp |
| Employer contribution / active EE | $1,372 | $3,519-61.0% | $4,070-66.3% | $2,706-49.3% |
| Participant deferral / active EE | $3,640 | $5,690-36.0% | $6,209-41.4% | $4,562-20.2% |
| Admin fee / account holder | $92 | $104-11.8% | $11,209-99.2% | $152-39.4% |