Filed October 18, 2019 (most recent of 4 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 16-1450952 | Recordkeeping | $123,877 |
Filed as: INTELLICENTS INVESTMENT SOLUTIONS Service code 24 · EIN 41-1812533 | Discretionary Trustee | $18,015 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,526 | $111,491-27.8% | $189,513-57.5% | $86,799-7.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.8%+12.2pp | 72.3%+27.7pp |
| Annual return | 18.58% | 83.50%-64.9pp | 555.15%-536.6pp | 97.91%-79.3pp |
| Employer contribution / active EE | $6,695 | $3,951+69.4% | $6,162+8.7% | $2,405+178.3% |
| Participant deferral / active EE | $5,169 | $6,437-19.7% | $8,221-37.1% | $4,131+25.1% |
| Admin fee / account holder | $408 | $189+116.1% | $12,045-96.6% | $170+140.5% |