Filed January 23, 1
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 19 · EIN 51-0396365 | Securities Custodian | $69,951 |
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 | $17,177 | $45,000-61.8% | $143,757-88.1% | $77,904-78.0% |
| Participation rate | 50.0% | 66.8%-16.8pp | 80.3%-30.3pp | 73.7%-23.6pp |
| Annual return | -11.75% | 29.03%-40.8pp | -0.04%-11.7pp | 12.21%-24.0pp |
| Employer contribution / active EE | $610 | $1,870-67.4% | $4,951-87.7% | $2,848-78.6% |
| Participant deferral / active EE | $1,375 | $3,157-56.4% | $5,637-75.6% | $4,806-71.4% |
| Admin fee / account holder | $77 | $98-21.3% | $14,673-99.5% | $133-41.6% |