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 26 · EIN 76-0645688 | Advisory (Participants) | $11,157 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,034 |
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 | $9,502 | $107,378-91.2% | $108,579-91.2% | $57,658-83.5% |
| Participation rate | 61.3% | 77.1%-15.8pp | 79.6%-18.3pp | 70.2%-9.0pp |
| Annual return | 6.45% | 12.80%-6.3pp | -51.70%+58.1pp | 5.13%+1.3pp |
| Employer contribution / active EE | $0 | $1,782-100.0% | $3,758-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $850 | $3,221-73.6% | $4,311-80.3% | $3,061-72.2% |
| Admin fee / account holder | $24 | $108-77.5% | $7,645-99.7% | $95-74.1% |