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 | $1,395 |
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 | $58,991 | $74,552-20.9% | $62,995-6.4% | $69,631-15.3% |
| Participation rate | 97.7% | 78.3%+19.4pp | 74.8%+22.9pp | 70.7%+27.0pp |
| Annual return | 18.38% | 15.77%+2.6pp | 87.57%-69.2pp | 27571.02%-27552.6pp |
| Employer contribution / active EE | $2,676 | $2,929-8.6% | $2,759-3.0% | $2,032+31.7% |
| Participant deferral / active EE | $2,994 | $2,974+0.7% | $3,329-10.1% | $3,224-7.1% |
| Admin fee / account holder | $3 | $59-94.8% | $3,600-99.9% | $110-97.2% |