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 06-1050034 | Contract Administrator | $29,621 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $92,875 | $71,802+29.3% | $133,980-30.7% | $57,658+61.1% |
| Participation rate | 83.2% | 85.5%-2.3pp | 87.1%-3.9pp | 70.2%+13.0pp |
| Annual return | 7.43% | 13.51%-6.1pp | 29.30%-21.9pp | 5.13%+2.3pp |
| Employer contribution / active EE | $2,068 | $3,161-34.6% | $5,211-60.3% | $1,974+4.8% |
| Participant deferral / active EE | $2,139 | $4,606-53.6% | $6,282-66.0% | $3,061-30.1% |
| Admin fee / account holder | $81 | $88-7.5% | $9,324-99.1% | $95-14.2% |