Filed August 14, 2019
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 27 · EIN 87-4130828 | Advisory (Plan) | $48,423 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,731 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,875 | $87,870+102.4% | $113,168+57.2% | $74,304+139.4% |
| Participation rate | 68.8% | 70.7%-2.0pp | 76.6%-7.8pp | 60.3%+8.4pp |
| Annual return | 13.30% | 26.44%-13.1pp | 24.27%-11.0pp | 29.43%-16.1pp |
| Employer contribution / active EE | $2,577 | $2,277+13.2% | $2,975-13.4% | $2,241+15.0% |
| Participant deferral / active EE | $10,332 | $4,241+143.6% | $5,107+102.3% | $3,767+174.3% |
| Admin fee / account holder | $510 | $3,368-84.9% | $12,068-95.8% | $2,969-82.8% |