Filed September 12, 2018 (most recent of 5 filings on file)
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 13 · EIN 42-0127290 | Contract Administrator | $206,334 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,421 | $122,693+28.3% | $184,203-14.5% | $199,593-21.1% |
| Participation rate | 98.1% | 86.8%+11.3pp | 86.8%+11.3pp | 72.0%+26.1pp |
| Annual return | 14.50% | 143.91%-129.4pp | 28.81%-14.3pp | 34.25%-19.8pp |
| Employer contribution / active EE | $3,846 | $4,584-16.1% | $6,427-40.2% | $3,034+26.8% |
| Participant deferral / active EE | $9,486 | $7,990+18.7% | $9,131+3.9% | $5,087+86.5% |
| Admin fee / account holder | $97 | $121-19.2% | $13,901-99.3% | $269-63.7% |