Filed April 23, 2008
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 | $55,984 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $51,142 | $105,190-51.4% | $98,907-48.3% | $90,288-43.4% |
| Participation rate | 35.3% | 86.4%-51.1pp | 76.0%-40.8pp | 73.4%-38.1pp |
| Annual return | 18.19% | 18.52%-0.3pp | 196.43%-178.2pp | 53.97%-35.8pp |
| Employer contribution / active EE | $1,117 | $3,831-70.8% | $2,689-58.5% | $2,524-55.7% |
| Participant deferral / active EE | $1,929 | $5,616-65.7% | $4,244-54.6% | $4,232-54.4% |
| Admin fee / account holder | $105 | $97+7.9% | $6,642-98.4% | $114-7.9% |