Filed June 11, 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 |
|---|---|---|
Filed as: ALERA INVESTMENT ADVISORS LLC Service code 99 · EIN 82-1301701 | Other Fees | $24,702 |
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 | $48,006 | $102,553-53.2% | $151,611-68.3% | $66,914-28.3% |
| Participation rate | 86.8% | 85.5%+1.3pp | 87.5%-0.7pp | 69.8%+17.0pp |
| Annual return | -17.43% | -10.82%-6.6pp | 3.33%-20.8pp | 1.58%-19.0pp |
| Employer contribution / active EE | $2,990 | $4,180-28.5% | $6,166-51.5% | $2,544+17.5% |
| Participant deferral / active EE | $4,245 | $6,641-36.1% | $8,363-49.2% | $4,237+0.2% |
| Admin fee / account holder | $7 | $630-98.9% | $11,616-99.9% | $593-98.8% |