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 | $170,412 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $77,747 |
COMAGINE HEALTH5 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 | $129,712 | $61,058+112.4% | $71,209+82.2% | $85,563+51.6% |
| Participation rate | 95.5% | 58.6%+36.9pp | 73.8%+21.7pp | 66.0%+29.5pp |
| Annual return | 18.42% | 100.41%-82.0pp | 282.51%-264.1pp | 31.51%-13.1pp |
| Employer contribution / active EE | $2,317 | $2,199+5.4% | $2,721-14.9% | $2,654-12.7% |
| Participant deferral / active EE | $9,808 | $3,173+209.1% | $4,175+134.9% | $4,375+124.2% |
| Admin fee / account holder | $287 | $855-66.4% | $5,349-94.6% | $834-65.6% |