Filed August 18, 2020 (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 13 · EIN 42-0127290 | Contract Administrator | $38,933 |
Service code 27 · EIN 36-4176835 | Advisory (Plan) | $16,173 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $22,491 | $79,428-71.7% | $106,548-78.9% | $79,386-71.7% |
| Participation rate | 84.8% | 74.1%+10.7pp | 76.1%+8.7pp | 70.7%+14.1pp |
| Annual return | 31.46% | 18.27%+13.2pp | 26.80%+4.7pp | 116.85%-85.4pp |
| Employer contribution / active EE | $52 | $2,234-97.7% | $2,819-98.1% | $2,427-97.8% |
| Participant deferral / active EE | $1,799 | $3,823-52.9% | $4,398-59.1% | $4,046-55.5% |
| Admin fee / account holder | $286 | $523-45.3% | $7,407-96.1% | $626-54.3% |