Filed October 24, 2013
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 6-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 37 · EIN 04-2647786 | Loan Processing | $126,600 |
BDO USA, LLP2 years Service code 16 · EIN 13-5381590 | Consulting | $15,602 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $198,304 | $87,621+126.3% | $86,436+129.4% | $77,904+154.5% |
| Participation rate | 74.6% | 85.8%-11.1pp | 80.3%-5.7pp | 73.7%+1.0pp |
| Annual return | -21.15% | -13.90%-7.3pp | 4394.89%-4416.0pp | 12.21%-33.4pp |
| Employer contribution / active EE | $6,431 | $3,474+85.2% | $3,769+70.7% | $2,848+125.9% |
| Participant deferral / active EE | $7,928 | $8,645-8.3% | $6,952+14.0% | $4,806+65.0% |
| Admin fee / account holder | $81 | $85-4.8% | $6,731-98.8% | $133-39.2% |