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 15 · EIN 01-0233346 | Recordkeeping | $1,006 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 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 | $9,086 | $57,096-84.1% | $94,224-90.4% | $55,191-83.5% |
| Participation rate | 66.3% | 75.7%-9.4pp | 78.8%-12.5pp | 69.2%-2.9pp |
| Annual return | 2.09% | 159.65%-157.6pp | 10.68%-8.6pp | 10.78%-8.7pp |
| Employer contribution / active EE | $0 | $1,708-100.0% | $3,587-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $914 | $3,165-71.1% | $4,320-78.9% | $3,046-70.0% |
| Admin fee / account holder | $25 | $89-71.7% | $6,269-99.6% | $91-72.2% |