Filed August 6, 2014 (most recent of 4 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 8-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 60 · EIN 04-2647786 | Sub-TA Fees | $300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $26,939 | $43,999-38.8% | $79,464-66.1% | $55,725-51.7% |
| Participation rate | 65.3% | 66.9%-1.7pp | 73.3%-8.1pp | 70.9%-5.6pp |
| Annual return | 0.00% | 1.81%-1.8pp | 718.14%-718.1pp | 244.93%-244.9pp |
| Employer contribution / active EE | $1,095 | $1,830-40.2% | $2,800-60.9% | $2,078-47.3% |
| Participant deferral / active EE | $6,135 | $2,538+141.7% | $3,704+65.7% | $3,356+82.8% |
| Admin fee / account holder | $1 | $118-98.9% | $5,113-100.0% | $115-98.8% |