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 | $25,512 |
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 | $60,425 | $130,194-53.6% | $169,993-64.5% | $71,457-15.4% |
| Participation rate | 79.4% | 86.1%-6.7pp | 87.0%-7.6pp | 67.9%+11.5pp |
| Annual return | 17.99% | 20.37%-2.4pp | 53.37%-35.4pp | 28.85%-10.9pp |
| Employer contribution / active EE | $3,115 | $4,381-28.9% | $6,785-54.1% | $2,588+20.4% |
| Participant deferral / active EE | $4,539 | $6,923-34.4% | $10,408-56.4% | $4,289+5.8% |
| Admin fee / account holder | $13 | $966-98.7% | $12,815-99.9% | $1,587-99.2% |