Filed July 23, 2020 (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 |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $26,997 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $12,791 | $36,916-65.4% | $156,549-91.8% | $57,658-77.8% |
| Participation rate | 44.5% | 63.4%-18.9pp | 84.0%-39.5pp | 70.2%-25.7pp |
| Annual return | 10.17% | 12.38%-2.2pp | 32.23%-22.1pp | 5.13%+5.0pp |
| Employer contribution / active EE | $666 | $1,571-57.6% | $5,501-87.9% | $1,974-66.2% |
| Participant deferral / active EE | $1,377 | $1,926-28.5% | $4,871-71.7% | $3,061-55.0% |
| Admin fee / account holder | $45 | $82-45.3% | $13,027-99.7% | $95-52.2% |