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 | $24,377 |
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).
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 | $87,453 | $62,267+40.4% | $110,238-20.7% | $55,725+56.9% |
| Participation rate | 97.8% | 78.1%+19.7pp | 79.8%+18.0pp | 70.9%+26.9pp |
| Annual return | -4.00% | -1.07%-2.9pp | 314.74%-318.7pp | 244.93%-248.9pp |
| Employer contribution / active EE | $0 | $1,941-100.0% | $3,826-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $7,231 | $3,516+105.6% | $4,672+54.8% | $3,356+115.5% |
| Admin fee / account holder | $48 | $121-60.6% | $8,547-99.4% | $115-58.7% |