Filed December 8, 2014
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 91-2090931 | Contract Administrator | $12,543 |
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 | $95,047 | $46,292+105.3% | $143,757-33.9% | $64,808+46.7% |
| Participation rate | 89.0% | 64.2%+24.8pp | 80.3%+8.7pp | 71.5%+17.5pp |
| Annual return | -17.69% | -10.05%-7.6pp | -0.04%-17.6pp | 32.82%-50.5pp |
| Employer contribution / active EE | $4,090 | $1,910+114.2% | $4,951-17.4% | $2,506+63.2% |
| Participant deferral / active EE | $5,354 | $2,646+102.4% | $5,637-5.0% | $4,310+24.2% |
| Admin fee / account holder | $14 | $154-91.0% | $14,673-99.9% | $188-92.6% |