Filed October 7, 2016 (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 |
|---|---|---|
TRI-AD ACTUARIES, INC.1 year Service code 13 · EIN 95-2887986 | Contract Administrator | $3,825 |
Filed as: CHARLES SCHWAB TRUST COMPANY Service code 28 · EIN 42-1558009 | Investment Management | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,156 | $53,777-77.4% | $134,143-90.9% | $79,858-84.8% |
| Participation rate | 89.7% | 58.8%+31.0pp | 72.2%+17.6pp | 69.6%+20.1pp |
| Annual return | 3.69% | 19.01%-15.3pp | 36.33%-32.6pp | 31.71%-28.0pp |
| Employer contribution / active EE | $4,282 | $1,321+224.1% | $3,704+15.6% | $2,471+73.3% |
| Participant deferral / active EE | $5,562 | $2,420+129.8% | $3,499+59.0% | $3,740+48.7% |
| Admin fee / account holder | $30 | $3,984-99.2% | $6,684-99.6% | $5,306-99.4% |