Filed October 10, 2016
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 | $38,919 |
Employer 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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $95,871 | $71,666+33.8% | $117,854-18.7% | $69,631+37.7% |
| Participation rate | 98.4% | 77.5%+20.8pp | 79.7%+18.7pp | 70.7%+27.7pp |
| Annual return | 18.33% | 18.86%-0.5pp | 335.08%-316.7pp | 27571.02%-27552.7pp |
| Employer contribution / active EE | $0 | $1,889-100.0% | $3,786-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $6,748 | $3,340+102.1% | $4,482+50.6% | $3,224+109.3% |
| Admin fee / account holder | $86 | $120-28.9% | $8,020-98.9% | $110-22.5% |