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 | $35,771 |
Service code 27 · EIN 36-4176835 | Advisory (Plan) | $15,147 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,955 | $72,607-71.1% | $90,749-76.9% | $66,914-68.7% |
| Participation rate | 85.6% | 73.7%+11.9pp | 75.7%+9.9pp | 69.8%+15.8pp |
| Annual return | 3.37% | -12.28%+15.7pp | -12.16%+15.5pp | 1.58%+1.8pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $2,921-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,312 | $3,977-41.9% | $4,564-49.4% | $4,237-45.4% |
| Admin fee / account holder | $265 | $707-62.5% | $8,445-96.9% | $593-55.3% |