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 | $49,163 |
DAVENPORT & COMPANY LLC1 year Filed as: DAVENPORT & COMPANY,LLC Service code 13 · EIN 54-1835842 | Contract Administrator | $20,000 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,563 | $91,372-62.2% | $129,995-73.4% | $74,419-53.6% |
| Participation rate | 94.1% | 77.8%+16.3pp | 78.5%+15.6pp | 70.7%+23.4pp |
| Annual return | 16.27% | 23.21%-6.9pp | -137.18%+153.4pp | 34.38%-18.1pp |
| Employer contribution / active EE | $748 | $2,563-70.8% | $4,320-82.7% | $2,637-71.6% |
| Participant deferral / active EE | $2,756 | $4,721-41.6% | $5,820-52.6% | $4,528-39.1% |
| Admin fee / account holder | $160 | $283-43.6% | $10,614-98.5% | $348-54.1% |