Filed January 7, 2019 (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 26 · EIN 59-3331424 | Advisory (Participants) | $50,197 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $58,870 | $86,897-32.3% | $151,611-61.2% | $64,808-9.2% |
| Participation rate | 80.0% | 87.3%-7.3pp | 87.5%-7.5pp | 71.5%+8.5pp |
| Annual return | -16.85% | -3.57%-13.3pp | 3.33%-20.2pp | 32.82%-49.7pp |
| Employer contribution / active EE | $4,661 | $4,010+16.2% | $6,166-24.4% | $2,506+86.0% |
| Participant deferral / active EE | $2,576 | $6,690-61.5% | $8,363-69.2% | $4,310-40.2% |
| Admin fee / account holder | $432 | $153+182.2% | $11,616-96.3% | $188+129.9% |