Filed June 17, 2020
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 |
|---|---|---|
AVAIL WEALTH MANAGEMENT2 years Service code 27 875 DAKOTA AVE. S SUITE 1 · HURON, SD 57350 | Advisory (Plan) | $40,618 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,775 | $89,739-54.6% | $149,718-72.8% | $62,292-34.5% |
| Participation rate | 99.2% | 85.1%+14.1pp | 87.1%+12.1pp | 69.5%+29.7pp |
| Annual return | 20.30% | 21.01%-0.7pp | 1501.63%-1481.3pp | 28.90%-8.6pp |
| Employer contribution / active EE | $2,040 | $3,233-36.9% | $5,445-62.5% | $2,042-0.1% |
| Participant deferral / active EE | $3,603 | $4,797-24.9% | $6,569-45.2% | $3,169+13.7% |
| Admin fee / account holder | $259 | $551-52.9% | $11,283-97.7% | $479-45.9% |