Filed September 18, 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 |
|---|---|---|
ARTISAN PARTNERS5 years Filed as: ARTISAN PARTNERS LIMITED PARTNERSHI Service code 28 · EIN 39-1811840 | Investment Management | $0 |
CHARLES SCHWAB & CO., INC.5 years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Filed as: FIDELITY MANAGEMENT & RESEARCH COMP Service code 28 · EIN 06-1194217 | Investment Management | $0 |
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS ASSET MANAGEMENT, L.P Service code 28 · EIN 13-4019460 | Investment Management | $0 |
Filed as: PUTNAM INVESTMENT MANAGEMENT, LLC Service code 28 ONE FRANKLIN PARKWAY BUILDING 970 · SAN MATEO, CA 94403 | Investment Management | $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 | $212,243 | $132,049+60.7% | $200,582+5.8% | $74,304+185.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.9%+13.1pp | 60.3%+39.7pp |
| Annual return | 16.66% | 22.22%-5.6pp | 42.33%-25.7pp | 29.43%-12.8pp |
| Employer contribution / active EE | $15,339 | $4,558+236.6% | $6,419+139.0% | $2,241+584.4% |
| Participant deferral / active EE | $4,816 | $7,213-33.2% | $9,331-48.4% | $3,767+27.8% |
| Admin fee / account holder | $12 | $2,405-99.5% | $16,305-99.9% | $2,969-99.6% |