Filed October 7, 2016 (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 |
|---|---|---|
TRI-AD ACTUARIES, INC.4 years Service code 13 · EIN 95-2887986 | Contract Administrator | $1,992 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 28 · EIN 42-1558009 | Investment Management | $0 |
Annual investment return 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 | $13,992 | $48,335-71.1% | $121,098-88.4% | $71,457-80.4% |
| Participation rate | 90.3% | 54.3%+36.1pp | 69.5%+20.9pp | 67.9%+22.4pp |
| Annual return | 12.52% | 23.32%-10.8pp | 985.75%-973.2pp | 28.85%-16.3pp |
| Employer contribution / active EE | $1,095 | $1,489-26.4% | $4,164-73.7% | $2,588-57.7% |
| Participant deferral / active EE | $1,444 | $2,754-47.6% | $4,080-64.6% | $4,289-66.3% |
| Admin fee / account holder | $11 | $1,841-99.4% | $5,644-99.8% | $1,587-99.3% |