Filed November 26, 2019 (most recent of 2 filings on file)
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 52 · EIN 04-1590850 | Indirect Investment Fees | $8,288 |
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 | $16,005 | $46,360-65.5% | $147,614-89.2% | $52,331-69.4% |
| Participation rate | 77.6% | 64.9%+12.7pp | 84.6%-7.0pp | 68.1%+9.5pp |
| Annual return | -1.04% | 1.62%-2.7pp | 61.98%-63.0pp | 4.54%-5.6pp |
| Employer contribution / active EE | $1,074 | $2,126-49.5% | $5,564-80.7% | $1,882-42.9% |
| Participant deferral / active EE | $1,182 | $2,258-47.7% | $4,895-75.9% | $3,022-60.9% |
| Admin fee / account holder | $54 | $766-92.9% | $11,611-99.5% | $592-90.8% |