Filed November 27, 1995 (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 60 · EIN 04-2647786 | Sub-TA Fees | $186 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,054 | $91,407-1.5% | $135,903-33.7% | $71,457+26.0% |
| Participation rate | 47.1% | 75.7%-28.6pp | 81.9%-34.8pp | 67.9%-20.8pp |
| Annual return | 17.63% | 29.90%-12.3pp | 68.23%-50.6pp | 28.85%-11.2pp |
| Employer contribution / active EE | $1,419 | $3,703-61.7% | $4,856-70.8% | $2,588-45.2% |
| Participant deferral / active EE | $2,635 | $7,092-62.9% | $7,758-66.0% | $4,289-38.6% |
| Admin fee / account holder | $2 | $1,266-99.8% | $10,762-100.0% | $1,587-99.9% |