Filed January 11, 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 9-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 13 · EIN 42-0127290 | Contract Administrator | $47,816 |
DAVENPORT & COMPANY LLC1 year Service code 13 · EIN 54-1835842 | Contract Administrator | $20,000 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $31,479 | $71,142-55.8% | $119,609-73.7% | $64,808-51.4% |
| Participation rate | 90.2% | 78.6%+11.6pp | 79.3%+10.9pp | 71.5%+18.7pp |
| Annual return | -16.67% | -10.01%-6.7pp | -14.97%-1.7pp | 32.82%-49.5pp |
| Employer contribution / active EE | $1,028 | $2,497-58.8% | $4,232-75.7% | $2,506-59.0% |
| Participant deferral / active EE | $2,677 | $4,490-40.4% | $5,602-52.2% | $4,310-37.9% |
| Admin fee / account holder | $170 | $162+4.6% | $10,323-98.4% | $188-9.7% |