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 | $16,424 |
SHUSTER ADVISORY GROUP, LLC2 years 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,406 | $50,815-34.3% | $155,509-78.5% | $77,643-57.0% |
| Participation rate | 33.0% | 63.1%-30.1pp | 78.2%-45.2pp | 70.6%-37.6pp |
| Annual return | 14.60% | 34.80%-20.2pp | 64.67%-50.1pp | 31.24%-16.6pp |
| Employer contribution / active EE | $5 | $1,993-99.7% | $4,672-99.9% | $2,726-99.8% |
| Participant deferral / active EE | $1,736 | $2,822-38.5% | $5,626-69.1% | $4,647-62.6% |
| Admin fee / account holder | $152 | $437-65.2% | $15,912-99.0% | $430-64.7% |