Filed September 23, 2019 (most recent of 3 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 64 · EIN 71-0294708 | Recordkeeping Fees | $52 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,360 | $2,679,533-99.3% | $164,866-88.9% | $199,768-90.8% |
| Participation rate | 91.6% | 78.3%+13.3pp | 78.6%+13.0pp | 72.0%+19.6pp |
| Annual return | 13.28% | 17.93%-4.6pp | 69.97%-56.7pp | 34.26%-21.0pp |
| Employer contribution / active EE | $1,713 | $2,970-42.3% | $4,343-60.6% | $3,037-43.6% |
| Participant deferral / active EE | $1,859 | $5,010-62.9% | $6,033-69.2% | $5,090-63.5% |
| Admin fee / account holder | $103 | $1,982-94.8% | $12,689-99.2% | $269-61.6% |