Filed December 12, 2011 (most recent of 4 filings on file)
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 | $156,035 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $67,329 |
COMAGINE HEALTH3 years Service code 27 · EIN 91-1072875 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,421 | $52,208+90.4% | $86,612+14.8% | $74,419+33.6% |
| Participation rate | 96.3% | 66.3%+30.0pp | 71.7%+24.6pp | 70.7%+25.6pp |
| Annual return | 16.77% | 44.46%-27.7pp | 591.07%-574.3pp | 34.38%-17.6pp |
| Employer contribution / active EE | $2,018 | $2,282-11.6% | $3,022-33.2% | $2,637-23.5% |
| Participant deferral / active EE | $8,834 | $3,383+161.1% | $4,438+99.1% | $4,528+95.1% |
| Admin fee / account holder | $245 | $319-23.2% | $5,614-95.6% | $348-29.6% |