Filed December 19, 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 |
|---|---|---|
MORNINGSTAR1 year Service code 26 · EIN 36-3300428 | Advisory (Participants) | $2,883 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,883 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $74,542 | $52,884+41.0% | $84,750-12.0% | $55,167+35.1% |
| Participation rate | 64.0% | 67.5%-3.5pp | 76.6%-12.6pp | 69.0%-5.0pp |
| Annual return | 8.53% | 18.03%-9.5pp | 22.78%-14.3pp | 169.23%-160.7pp |
| Employer contribution / active EE | $1,897 | $2,233-15.0% | $3,574-46.9% | $1,963-3.3% |
| Participant deferral / active EE | $4,896 | $2,644+85.2% | $3,712+31.9% | $3,054+60.3% |
| Admin fee / account holder | $93 | $581-84.0% | $5,332-98.3% | $504-81.6% |