Filed November 17, 2015
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 01-0233346 | Recordkeeping | $1,587 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,257 | $58,879-53.7% | $178,490-84.7% | $73,488-62.9% |
| Participation rate | 64.5% | 66.2%-1.7pp | 81.9%-17.4pp | 70.7%-6.1pp |
| Annual return | 16.09% | 24.86%-8.8pp | 151.07%-135.0pp | 28.51%-12.4pp |
| Employer contribution / active EE | $782 | $2,236-65.0% | $5,011-84.4% | $2,270-65.5% |
| Participant deferral / active EE | $1,395 | $2,567-45.7% | $5,202-73.2% | $3,740-62.7% |
| Admin fee / account holder | $218 | $400-45.5% | $13,984-98.4% | $513-57.5% |