Filed December 21, 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 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 42-0127290 | Contract Administrator | $7,895 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,168 | $65,061+30.9% | $143,757-40.8% | $66,914+27.3% |
| Participation rate | 86.0% | 65.2%+20.8pp | 80.3%+5.7pp | 69.8%+16.2pp |
| Annual return | -15.50% | -11.14%-4.4pp | -0.04%-15.5pp | 1.58%-17.1pp |
| Employer contribution / active EE | $4,090 | $2,361+73.3% | $4,951-17.4% | $2,544+60.8% |
| Participant deferral / active EE | $6,414 | $2,919+119.8% | $5,637+13.8% | $4,237+51.4% |
| Admin fee / account holder | $40 | $502-92.1% | $14,673-99.7% | $593-93.3% |