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) | $67,668 |
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 | $80,856 | $129,021-37.3% | $184,203-56.1% | $77,643+4.1% |
| Participation rate | 86.4% | 87.3%-0.9pp | 86.8%-0.4pp | 70.6%+15.9pp |
| Annual return | 14.38% | 33.27%-18.9pp | 28.81%-14.4pp | 31.24%-16.9pp |
| Employer contribution / active EE | $5,618 | $4,413+27.3% | $6,427-12.6% | $2,726+106.1% |
| Participant deferral / active EE | $3,072 | $7,297-57.9% | $9,131-66.4% | $4,647-33.9% |
| Admin fee / account holder | $509 | $254+100.5% | $13,901-96.3% | $430+18.3% |