Filed December 8, 2017 (most recent of 4 filings on file)
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $372,917 |
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 | $65,549 | $101,517-35.4% | $453,369-85.5% | $101,517-35.4% |
| Participation rate | 90.2% | 74.6%+15.7pp | 78.0%+12.3pp | 74.6%+15.7pp |
| Annual return | 15.44% | 21.00%-5.6pp | 64.40%-49.0pp | 21.00%-5.6pp |
| Employer contribution / active EE | $2,972 | $2,9730% | $4,070-27.0% | $2,9730% |
| Participant deferral / active EE | $4,831 | $4,873-0.9% | $6,209-22.2% | $4,873-0.9% |
| Admin fee / account holder | $29 | $139-78.9% | $11,209-99.7% | $139-78.9% |