Filed March 14, 2018
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 35-0145825 | Recordkeeping | $18,876 |
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 | $43,696 | $47,977-8.9% | $154,107-71.6% | $56,287-22.4% |
| Participation rate | 34.7% | 66.2%-31.4pp | 83.0%-48.3pp | 69.9%-35.1pp |
| Annual return | -4.28% | 3.54%-7.8pp | 735.12%-739.4pp | -9.96%+5.7pp |
| Employer contribution / active EE | $517 | $2,169-76.2% | $5,298-90.2% | $2,111-75.5% |
| Participant deferral / active EE | $1,057 | $2,392-55.8% | $5,081-79.2% | $3,350-68.4% |
| Admin fee / account holder | $5 | $438-98.8% | $13,411-100.0% | $521-99.0% |