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) | $28,459 |
Service code 37 · EIN 04-2647786 | Loan Processing | $27,982 |
PORTER & HUNT, LLP2 years Service code 10 · EIN 26-0526155 | Accounting | $7,250 |
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 | $26,862 | $62,928-57.3% | $172,739-84.4% | $67,579-60.3% |
| Participation rate | 96.8% | 64.5%+32.3pp | 82.6%+14.1pp | 71.3%+25.5pp |
| Annual return | 20.16% | 30.36%-10.2pp | 802.84%-782.7pp | 378.56%-358.4pp |
| Employer contribution / active EE | $1,291 | $1,636-21.1% | $5,143-74.9% | $2,148-39.9% |
| Participant deferral / active EE | $2,219 | $2,145+3.5% | $5,198-57.3% | $3,539-37.3% |
| Admin fee / account holder | $143 | $167-13.9% | $13,954-99.0% | $142+0.8% |