Filed January 21, 2009 (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 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 |
|---|---|---|
VERISIGHT, INC.1+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $56,501 |
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).
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 | $34,473 | $37,039-6.9% | $147,614-76.6% | $59,188-41.8% |
| Participation rate | 21.9% | 63.8%-41.9pp | 84.6%-62.8pp | 69.4%-47.6pp |
| Annual return | -0.42% | 7.19%-7.6pp | 61.98%-62.4pp | 5.51%-5.9pp |
| Employer contribution / active EE | $313 | $1,353-76.9% | $5,564-94.4% | $2,098-85.1% |
| Participant deferral / active EE | $854 | $2,094-59.2% | $4,895-82.6% | $3,265-73.9% |
| Admin fee / account holder | $149 | $60+148.2% | $11,611-98.7% | $92+62.1% |