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 | $56,488 |
DAVENPORT & COMPANY LLC9 years Filed as: DAVENPORT & COMPANY, LLC Service code 27 · EIN 54-1835842 | Advisory (Plan) | $25,000 |
MORNINGSTAR3 years 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).
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 | $36,991 | $89,436-58.6% | $164,813-77.6% | $77,643-52.4% |
| Participation rate | 95.0% | 78.6%+16.4pp | 78.6%+16.4pp | 70.6%+24.4pp |
| Annual return | 15.53% | 28.83%-13.3pp | 69.93%-54.4pp | 31.24%-15.7pp |
| Employer contribution / active EE | $925 | $2,569-64.0% | $4,341-78.7% | $2,726-66.1% |
| Participant deferral / active EE | $3,499 | $4,897-28.5% | $6,031-42.0% | $4,647-24.7% |
| Admin fee / account holder | $176 | $339-48.3% | $12,690-98.6% | $430-59.2% |