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 27 · EIN 59-2937883 | Advisory (Plan) | $25,096 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,334 |
PORTER & HUNT, LLP1 year Service code 10 · EIN 26-0526155 | Accounting | $7,017 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $24,016 | $37,196-35.4% | $154,107-84.4% | $55,725-56.9% |
| Participation rate | 91.0% | 64.1%+26.9pp | 83.0%+7.9pp | 70.9%+20.1pp |
| Annual return | -6.37% | 1319.68%-1326.0pp | 735.12%-741.5pp | 244.93%-251.3pp |
| Employer contribution / active EE | $1,358 | $1,614-15.8% | $5,298-74.4% | $2,078-34.6% |
| Participant deferral / active EE | $1,892 | $2,068-8.5% | $5,081-62.8% | $3,356-43.6% |
| Admin fee / account holder | $83 | $102-18.1% | $13,411-99.4% | $115-27.7% |