Filed August 1, 2008
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 3-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 | $54,484 |
TRUTINA FINANCIAL1 year Filed as: TRUTINA FINANCIAL LLC Service code 27 · EIN 47-0995939 | Advisory (Plan) | $32,220 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $83,728 | $111,608-25.0% | $177,821-52.9% | $73,409+14.1% |
| Participation rate | 90.2% | 87.9%+2.3pp | 87.7%+2.5pp | 72.2%+18.0pp |
| Annual return | 0.00% | 18.23%-18.2pp | 48.32%-48.3pp | 59.29%-59.3pp |
| Employer contribution / active EE | $3,290 | $3,796-13.3% | $5,918-44.4% | $2,234+47.3% |
| Participant deferral / active EE | $5,636 | $6,199-9.1% | $7,714-26.9% | $3,805+48.1% |
| Admin fee / account holder | $325 | $166+96.1% | $12,427-97.4% | $158+105.7% |