Filed December 30, 2015 (most recent of 2 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 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 64 · EIN 84-0467907 | Recordkeeping Fees | $28,087 |
UNITED RETIREMENT INC2+ years Service code 13 · EIN 25-1759623 | Contract Administrator | $10,000 |
Service code 27 315 DEADERICK ST, 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $8,430 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 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 | $27,312 | $75,388-63.8% | $123,544-77.9% | $55,725-51.0% |
| Participation rate | 32.0% | 75.7%-43.7pp | 82.3%-50.3pp | 70.9%-38.9pp |
| Annual return | -2.01% | 4.48%-6.5pp | 119.20%-121.2pp | 244.93%-246.9pp |
| Employer contribution / active EE | $705 | $3,063-77.0% | $4,628-84.8% | $2,078-66.1% |
| Participant deferral / active EE | $1,085 | $5,651-80.8% | $6,426-83.1% | $3,356-67.7% |
| Admin fee / account holder | $53 | $120-55.7% | $9,284-99.4% | $115-54.0% |