Filed August 18, 2020 (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 19 · EIN 51-0396365 | Securities Custodian | $140,871 |
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 | $26,096 | $45,382-42.5% | $154,107-83.1% | $75,289-65.3% |
| Participation rate | 80.7% | 65.9%+14.8pp | 83.0%-2.3pp | 72.4%+8.3pp |
| Annual return | -3.71% | -0.47%-3.2pp | 735.12%-738.8pp | -0.04%-3.7pp |
| Employer contribution / active EE | $1,455 | $1,533-5.1% | $5,298-72.5% | $2,405-39.5% |
| Participant deferral / active EE | $2,848 | $2,384+19.5% | $5,081-43.9% | $3,739-23.8% |
| Admin fee / account holder | $57 | $89-35.8% | $13,411-99.6% | $102-44.0% |