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 | $86,939 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $20,459 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,355 | $86,897+9.7% | $151,611-37.1% | $64,808+47.1% |
| Participation rate | 71.3% | 87.3%-15.9pp | 87.5%-16.2pp | 71.5%-0.1pp |
| Annual return | -16.75% | -3.57%-13.2pp | 3.33%-20.1pp | 32.82%-49.6pp |
| Employer contribution / active EE | $1,883 | $4,010-53.0% | $6,166-69.5% | $2,506-24.8% |
| Participant deferral / active EE | $2,221 | $6,690-66.8% | $8,363-73.4% | $4,310-48.5% |
| Admin fee / account holder | $178 | $153+16.6% | $11,616-98.5% | $188-5.0% |