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 | $22,472 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,962 | $58,879-5.0% | $178,490-68.6% | $73,488-23.8% |
| Participation rate | 88.6% | 66.2%+22.4pp | 81.9%+6.7pp | 70.7%+17.9pp |
| Annual return | 14.65% | 24.86%-10.2pp | 151.07%-136.4pp | 28.51%-13.9pp |
| Employer contribution / active EE | $1,455 | $2,236-34.9% | $5,011-71.0% | $2,270-35.9% |
| Participant deferral / active EE | $7,090 | $2,567+176.1% | $5,202+36.3% | $3,740+89.6% |
| Admin fee / account holder | $161 | $400-59.9% | $13,984-98.9% | $513-68.7% |