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 | $19,534 |
Annual investment return 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,405 | $89,436+40.2% | $164,813-23.9% | $77,643+61.5% |
| Participation rate | 97.8% | 78.6%+19.2pp | 78.6%+19.2pp | 70.6%+27.3pp |
| Annual return | 12.07% | 28.83%-16.8pp | 69.93%-57.9pp | 31.24%-19.2pp |
| Employer contribution / active EE | $0 | $2,569-100.0% | $4,341-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $10,062 | $4,897+105.5% | $6,031+66.8% | $4,647+116.5% |
| Admin fee / account holder | $49 | $339-85.5% | $12,690-99.6% | $430-88.6% |