Filed March 11, 2019 (most recent of 3 filings on file)
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 64 · EIN 71-0294708 | Recordkeeping Fees | $50,078 |
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 | $56,037 | $58,083-3.5% | $80,019-30.0% | $56,287-0.4% |
| Participation rate | 86.0% | 73.6%+12.3pp | 75.8%+10.1pp | 69.9%+16.1pp |
| Annual return | -5.66% | 34.61%-40.3pp | 11.22%-16.9pp | -9.96%+4.3pp |
| Employer contribution / active EE | $1,222 | $1,932-36.7% | $2,468-50.5% | $2,111-42.1% |
| Participant deferral / active EE | $3,489 | $3,135+11.3% | $3,686-5.3% | $3,350+4.2% |
| Admin fee / account holder | $217 | $623-65.2% | $6,521-96.7% | $521-58.4% |