Filed October 30, 2018
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 | $5,134 |
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 | $39,932 | $66,402-39.9% | $109,895-63.7% | $85,850-53.5% |
| Participation rate | 52.7% | 63.9%-11.2pp | 74.2%-21.5pp | 69.3%-16.6pp |
| Annual return | 22.01% | 19.59%+2.4pp | 29.45%-7.4pp | 318.53%-296.5pp |
| Employer contribution / active EE | $547 | $1,687-67.6% | $2,842-80.8% | $2,565-78.7% |
| Participant deferral / active EE | $1,794 | $2,842-36.9% | $4,048-55.7% | $3,952-54.6% |
| Admin fee / account holder | $133 | $4,557-97.1% | $6,066-97.8% | $6,260-97.9% |