Filed April 17, 2018 (most recent of 2 filings on file)
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $6,344 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $49,404 | $121,341-59.3% | $189,513-73.9% | $79,386-37.8% |
| Participation rate | 93.7% | 86.1%+7.6pp | 87.8%+5.9pp | 70.7%+23.0pp |
| Annual return | 16.16% | 21.08%-4.9pp | 555.15%-539.0pp | 116.85%-100.7pp |
| Employer contribution / active EE | $1,684 | $3,915-57.0% | $6,162-72.7% | $2,427-30.6% |
| Participant deferral / active EE | $7,467 | $6,395+16.8% | $8,221-9.2% | $4,046+84.6% |
| Admin fee / account holder | $30 | $651-95.4% | $12,045-99.8% | $626-95.2% |