Filed August 26, 2019 (most recent of 2 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 15 · EIN 04-2647786 | Recordkeeping | $1,285 |
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 | $52,978 | $68,408-22.6% | $57,179-7.3% | $57,658-8.1% |
| Participation rate | 95.8% | 79.1%+16.7pp | 75.3%+20.5pp | 70.2%+25.6pp |
| Annual return | 8.13% | 8.51%-0.4pp | 14.59%-6.5pp | 5.13%+3.0pp |
| Employer contribution / active EE | $2,797 | $2,869-2.5% | $2,682+4.3% | $1,974+41.7% |
| Participant deferral / active EE | $3,037 | $2,903+4.6% | $3,096-1.9% | $3,061-0.8% |
| Admin fee / account holder | $3 | $70-95.4% | $3,139-99.9% | $95-96.6% |