Filed July 27, 2018 (most recent of 3 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 |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $15,854 |
ALPHA PENSION GROUP, INC.1+ years Service code 27 · EIN 26-2219855 | Advisory (Plan) | $5,625 |
EAGLE CAPITAL MANAGEMENT, LLC1+ years Filed as: EAGLE STRATEGIES, LLC Service code 27 51 MADISON AVE · NEW YORK, NY 10010 | Advisory (Plan) | $1,875 |
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 | $14,147 | $27,330-48.2% | $67,711-79.1% | $55,191-74.4% |
| Participation rate | 14.0% | 47.5%-33.5pp | 67.5%-53.5pp | 69.2%-55.2pp |
| Annual return | -1.17% | 8.81%-10.0pp | 25.41%-26.6pp | 10.78%-11.9pp |
| Employer contribution / active EE | $0 | $855-100.0% | $2,559-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $433 | $1,709-74.6% | $3,585-87.9% | $3,046-85.8% |
| Admin fee / account holder | $103 | $109-5.5% | $4,255-97.6% | $91+13.7% |