Filed July 11, 1
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 8-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 27 · EIN 42-1445429 | Advisory (Plan) | $35,249 |
Service code 37 · EIN 04-2647786 | Loan Processing | $30,134 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $163,384 | $136,307+19.9% | $177,821-8.1% | $73,488+122.3% |
| Participation rate | 98.0% | 86.1%+11.9pp | 87.7%+10.3pp | 70.7%+27.3pp |
| Annual return | 12.40% | 18.68%-6.3pp | 48.32%-35.9pp | 28.51%-16.1pp |
| Employer contribution / active EE | $1,000 | $3,712-73.1% | $5,918-83.1% | $2,270-55.9% |
| Participant deferral / active EE | $11,712 | $5,829+100.9% | $7,714+51.8% | $3,740+213.2% |
| Admin fee / account holder | $594 | $596-0.2% | $12,427-95.2% | $513+15.9% |