Filed January 23, 2017 (most recent of 4 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 |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $206,359 |
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 | $71,482 | $53,136+34.5% | $155,509-54.0% | $199,593-64.2% |
| Participation rate | 95.1% | 64.1%+31.0pp | 78.2%+16.9pp | 72.0%+23.1pp |
| Annual return | 16.36% | 41.15%-24.8pp | 64.67%-48.3pp | 34.25%-17.9pp |
| Employer contribution / active EE | $2,604 | $1,851+40.7% | $4,672-44.3% | $3,034-14.2% |
| Participant deferral / active EE | $4,665 | $3,161+47.6% | $5,626-17.1% | $5,087-8.3% |
| Admin fee / account holder | $53 | $185-71.3% | $15,912-99.7% | $269-80.2% |