Filed October 10, 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 48-1205033 | Recordkeeping | $14,933 |
Service code 27 155 N LAKE AVE · PASADENA, CA 911011857 | Advisory (Plan) | $10,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,193 | $47,126-38.1% | $149,673-80.5% | $74,419-60.8% |
| Participation rate | 29.2% | 63.4%-34.2pp | 78.8%-49.5pp | 70.7%-41.5pp |
| Annual return | 19.43% | 22.75%-3.3pp | 134.42%-115.0pp | 34.38%-14.9pp |
| Employer contribution / active EE | $0 | $1,905-100.0% | $4,818-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $1,218 | $2,728-55.3% | $5,680-78.5% | $4,528-73.1% |
| Admin fee / account holder | $155 | $343-54.8% | $13,210-98.8% | $348-55.5% |