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 | $1,700 |
Service code 26 · EIN 47-1411118 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,851 | $79,171-57.2% | $102,423-66.9% | $74,495-54.6% |
| Participation rate | 81.9% | 74.8%+7.1pp | 76.5%+5.4pp | 67.2%+14.7pp |
| Annual return | 21.34% | 54.93%-33.6pp | 29.32%-8.0pp | 1364.94%-1343.6pp |
| Employer contribution / active EE | $2,808 | $2,362+18.9% | $3,023-7.1% | $2,623+7.0% |
| Participant deferral / active EE | $2,859 | $4,415-35.2% | $5,053-43.4% | $4,346-34.2% |
| Admin fee / account holder | $316 | $2,001-84.2% | $9,451-96.7% | $1,942-83.7% |