Filed January 10, 1997
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 64 · EIN 39-6040276 | Recordkeeping Fees | $500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 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 | $20,776 | $58,083-64.2% | $80,019-74.0% | $56,287-63.1% |
| Participation rate | 55.9% | 73.6%-17.7pp | 75.8%-20.0pp | 69.9%-14.0pp |
| Annual return | -5.06% | 34.61%-39.7pp | 11.22%-16.3pp | -9.96%+4.9pp |
| Employer contribution / active EE | $331 | $1,932-82.9% | $2,468-86.6% | $2,111-84.3% |
| Participant deferral / active EE | $1,783 | $3,135-43.1% | $3,686-51.6% | $3,350-46.8% |
| Admin fee / account holder | $17 | $623-97.3% | $6,521-99.7% | $521-96.7% |