Filed February 14, 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 13 · EIN 06-1050034 | Contract Administrator | $104,310 |
401K ADVISORS INC2 years Filed as: 401K ADVISORS, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $75,000 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT, Service code 27 · EIN 36-3297908 | Advisory (Plan) | $18,089 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $3,462 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $181,924 | $71,106+155.8% | $83,333+118.3% | $75,289+141.6% |
| Participation rate | 98.9% | 82.0%+16.9pp | 77.8%+21.2pp | 72.4%+26.5pp |
| Annual return | -3.06% | -0.56%-2.5pp | 10.63%-13.7pp | -0.04%-3.0pp |
| Employer contribution / active EE | $4,782 | $2,436+96.3% | $3,379+41.5% | $2,405+98.8% |
| Participant deferral / active EE | $12,094 | $6,249+93.5% | $5,565+117.3% | $3,739+223.5% |
| Admin fee / account holder | $75 | $72+4.2% | $7,510-99.0% | $102-26.3% |