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 | $189,522 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $40,118 | $56,095-28.5% | $178,490-77.5% | $90,288-55.6% |
| Participation rate | 60.5% | 65.6%-5.1pp | 81.9%-21.5pp | 73.4%-12.9pp |
| Annual return | 15.26% | 28.81%-13.5pp | 151.07%-135.8pp | 53.97%-38.7pp |
| Employer contribution / active EE | $1,581 | $1,572+0.6% | $5,011-68.4% | $2,524-37.4% |
| Participant deferral / active EE | $3,239 | $2,669+21.4% | $5,202-37.7% | $4,232-23.5% |
| Admin fee / account holder | $82 | $101-18.2% | $13,984-99.4% | $114-27.8% |