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 | $185,327 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $78,571 |
COMAGINE HEALTH4 years Service code 27 · EIN 91-1072875 | Advisory (Plan) | $0 |
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 | $108,141 | $65,908+64.1% | $81,812+32.2% | $77,643+39.3% |
| Participation rate | 96.0% | 65.8%+30.2pp | 72.3%+23.6pp | 70.6%+25.4pp |
| Annual return | 14.93% | 26.64%-11.7pp | 773.79%-758.9pp | 31.24%-16.3pp |
| Employer contribution / active EE | $2,366 | $2,370-0.2% | $2,912-18.7% | $2,726-13.2% |
| Participant deferral / active EE | $9,152 | $3,505+161.1% | $4,319+111.9% | $4,647+96.9% |
| Admin fee / account holder | $296 | $526-43.8% | $7,386-96.0% | $430-31.2% |