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 | $54,688 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $15,954 | $50,127-68.2% | $149,673-89.3% | $80,160-80.1% |
| Participation rate | 55.0% | 64.3%-9.2pp | 78.8%-23.7pp | 72.9%-17.9pp |
| Annual return | 13.52% | 29.82%-16.3pp | 134.42%-120.9pp | 40.38%-26.9pp |
| Employer contribution / active EE | $695 | $1,865-62.7% | $4,818-85.6% | $2,978-76.7% |
| Participant deferral / active EE | $1,528 | $3,194-52.2% | $5,680-73.1% | $5,017-69.5% |
| Admin fee / account holder | $53 | $153-65.2% | $13,210-99.6% | $145-63.3% |