Filed November 13, 2019
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 15 · EIN 01-0233346 | Recordkeeping | $300 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $32,554 | $76,050-57.2% | $96,544-66.3% | $71,457-54.4% |
| Participation rate | 71.7% | 74.4%-2.7pp | 76.0%-4.2pp | 67.9%+3.8pp |
| Annual return | 10.91% | 22.81%-11.9pp | 25.84%-14.9pp | 28.85%-17.9pp |
| Employer contribution / active EE | $2,628 | $2,244+17.1% | $2,965-11.4% | $2,588+1.6% |
| Participant deferral / active EE | $2,346 | $4,215-44.4% | $4,851-51.6% | $4,289-45.3% |
| Admin fee / account holder | $9 | $2,707-99.7% | $8,252-99.9% | $1,587-99.5% |