Filed January 1, 2015 (most recent of 3 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 06-1050034 | Contract Administrator | $112,333 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $32,438 |
SELLWOOD CONSULTING LLC1 year Filed as: SELLWOOD CONSULTING, LLC Service code 49 · EIN 80-0827237 | Other Services | $28,257 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $37,530 | $65,708-42.9% | $76,817-51.1% | $77,787-51.8% |
| Participation rate | 65.3% | 79.0%-13.7pp | 72.1%-6.8pp | 73.2%-7.9pp |
| Annual return | 21.85% | 49.86%-28.0pp | 1166.11%-1144.3pp | 32.57%-10.7pp |
| Employer contribution / active EE | $581 | $2,167-73.2% | $2,302-74.8% | $2,504-76.8% |
| Participant deferral / active EE | $1,709 | $3,254-47.5% | $3,336-48.8% | $3,967-56.9% |
| Admin fee / account holder | $80 | $91-11.5% | $6,420-98.7% | $100-19.7% |