Filed July 31, 2019
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 55 · EIN 93-0987232 | Other Commissions | $50,054 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$37,950 |
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 | $65,669 | $71,142-7.7% | $119,609-45.1% | $64,808+1.3% |
| Participation rate | 76.7% | 78.6%-2.0pp | 79.3%-2.6pp | 71.5%+5.2pp |
| Annual return | -13.64% | -10.01%-3.6pp | -14.97%+1.3pp | 32.82%-46.5pp |
| Employer contribution / active EE | $1,929 | $2,497-22.8% | $4,232-54.4% | $2,506-23.0% |
| Participant deferral / active EE | $5,749 | $4,490+28.1% | $5,602+2.6% | $4,310+33.4% |
| Admin fee / account holder | $12 | $162-92.6% | $10,323-99.9% | $188-93.6% |