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 | $180,524 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $34,046 | $47,456-28.3% | $172,739-80.3% | $77,787-56.2% |
| Participation rate | 78.2% | 66.3%+11.9pp | 82.6%-4.5pp | 73.2%+4.9pp |
| Annual return | 20.37% | 35.57%-15.2pp | 802.84%-782.5pp | 32.57%-12.2pp |
| Employer contribution / active EE | $1,432 | $1,574-9.0% | $5,143-72.2% | $2,504-42.8% |
| Participant deferral / active EE | $2,792 | $2,560+9.1% | $5,198-46.3% | $3,967-29.6% |
| Admin fee / account holder | $77 | $81-5.1% | $13,954-99.5% | $100-23.3% |