Filed May 20, 2014
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 | $41,529 |
Service code 49 · EIN 74-2794194 | Other Services | $19,460 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,725 | $122,239-56.0% | $184,203-70.8% | $74,495-27.9% |
| Participation rate | 96.1% | 85.5%+10.6pp | 86.8%+9.3pp | 67.2%+28.9pp |
| Annual return | 18.50% | 19.95%-1.4pp | 28.81%-10.3pp | 1364.94%-1346.4pp |
| Employer contribution / active EE | $3,889 | $4,537-14.3% | $6,427-39.5% | $2,623+48.2% |
| Participant deferral / active EE | $6,960 | $7,139-2.5% | $9,131-23.8% | $4,346+60.2% |
| Admin fee / account holder | $281 | $1,260-77.7% | $13,901-98.0% | $1,942-85.5% |