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 |
|---|---|---|
MORNINGSTAR2 years Service code 26 · EIN 36-4317381 | Advisory (Participants) | $3,682 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $3,561 |
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 | $81,756 | $58,726+39.2% | $92,233-11.4% | $62,292+31.2% |
| Participation rate | 72.8% | 68.3%+4.4pp | 76.5%-3.7pp | 69.5%+3.3pp |
| Annual return | 21.83% | 43.62%-21.8pp | 176.28%-154.4pp | 28.90%-7.1pp |
| Employer contribution / active EE | $2,171 | $2,392-9.2% | $3,679-41.0% | $2,042+6.3% |
| Participant deferral / active EE | $5,415 | $2,766+95.8% | $3,897+39.0% | $3,169+70.9% |
| Admin fee / account holder | $86 | $556-84.5% | $5,194-98.3% | $479-82.0% |