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 | $186,015 |
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 | $50,875 | $67,512-24.6% | $185,823-72.6% | $93,030-45.3% |
| Participation rate | 73.1% | 67.1%+6.0pp | 81.7%-8.6pp | 73.9%-0.8pp |
| Annual return | 13.43% | 21.04%-7.6pp | 122.05%-108.6pp | 158.70%-145.3pp |
| Employer contribution / active EE | $1,726 | $1,783-3.2% | $5,167-66.6% | $2,706-36.2% |
| Participant deferral / active EE | $3,472 | $3,035+14.4% | $5,568-37.6% | $4,562-23.9% |
| Admin fee / account holder | $89 | $318-72.0% | $16,237-99.5% | $152-41.3% |