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 | $30,878 |
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 | $69,836 | $138,347-49.5% | $184,203-62.1% | $80,856-13.6% |
| Participation rate | 80.0% | 83.9%-3.9pp | 86.8%-6.8pp | 67.6%+12.4pp |
| Annual return | 11.76% | 20.02%-8.3pp | 28.81%-17.1pp | 35.59%-23.8pp |
| Employer contribution / active EE | $3,089 | $4,850-36.3% | $6,427-51.9% | $2,755+12.1% |
| Participant deferral / active EE | $4,914 | $7,071-30.5% | $9,131-46.2% | $4,296+14.4% |
| Admin fee / account holder | $12 | $10,483-99.9% | $13,901-99.9% | $6,918-99.8% |