Filed December 2, 2013 (most recent of 2 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 | $24,730 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $49,203 | $52,953-7.1% | $172,739-71.5% | $65,185-24.5% |
| Participation rate | 93.9% | 66.2%+27.7pp | 82.6%+11.3pp | 70.2%+23.7pp |
| Annual return | 28.41% | 30.12%-1.7pp | 802.84%-774.4pp | 29.38%-1.0pp |
| Employer contribution / active EE | $1,341 | $2,190-38.8% | $5,143-73.9% | $2,177-38.4% |
| Participant deferral / active EE | $6,338 | $2,471+156.5% | $5,198+21.9% | $3,514+80.4% |
| Admin fee / account holder | $182 | $472-61.5% | $13,954-98.7% | $847-78.5% |