Filed January 14, 1
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 22-3526587 | Advisory (Plan) | $7,050 |
Service code 37 · EIN 04-2647786 | Loan Processing | $875 |
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.
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 | $51,472 | $60,165-14.4% | $74,183-30.6% | $55,167-6.7% |
| Participation rate | 36.0% | 74.2%-38.1pp | 76.6%-40.6pp | 69.0%-33.0pp |
| Annual return | 6.76% | 10.00%-3.2pp | 17.74%-11.0pp | 169.23%-162.5pp |
| Employer contribution / active EE | $0 | $1,600-100.0% | $2,370-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,608 | $2,973-45.9% | $3,550-54.7% | $3,054-47.3% |
| Admin fee / account holder | $182 | $419-56.6% | $5,586-96.7% | $504-63.9% |