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.5 years Service code 13 · EIN 95-2887986 | Contract Administrator | $3,547 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 28 · EIN 42-1558009 | Investment Management | $0 |
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 | $14,824 | $52,406-71.7% | $129,207-88.5% | $74,495-80.1% |
| Participation rate | 97.5% | 53.8%+43.7pp | 69.6%+27.9pp | 67.2%+30.3pp |
| Annual return | 18.21% | 15.66%+2.6pp | 9417.33%-9399.1pp | 1364.94%-1346.7pp |
| Employer contribution / active EE | $1,264 | $1,531-17.4% | $4,153-69.6% | $2,623-51.8% |
| Participant deferral / active EE | $1,647 | $2,794-41.1% | $4,168-60.5% | $4,346-62.1% |
| Admin fee / account holder | $16 | $2,633-99.4% | $7,715-99.8% | $1,942-99.2% |