Filed January 24, 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 15 · EIN 35-0145825 | Recordkeeping | $77,229 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $16,773 | $37,213-54.9% | $156,549-89.3% | $63,975-73.8% |
| Participation rate | 81.0% | 65.0%+16.0pp | 84.0%-3.0pp | 71.1%+9.9pp |
| Annual return | 21.09% | 47.89%-26.8pp | 32.23%-11.1pp | 48.65%-27.6pp |
| Employer contribution / active EE | $2,113 | $1,357+55.7% | $5,501-61.6% | $2,182-3.2% |
| Participant deferral / active EE | $2,665 | $2,070+28.7% | $4,871-45.3% | $3,356-20.6% |
| Admin fee / account holder | $5 | $56-91.8% | $13,027-100.0% | $70-93.5% |