Filed October 2, 2017
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 15 · EIN 35-0145825 | Recordkeeping | $8,375 |
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 | $36,094 | $37,117-2.8% | $147,614-75.5% | $55,191-34.6% |
| Participation rate | 34.5% | 63.6%-29.1pp | 84.6%-50.1pp | 69.2%-34.6pp |
| Annual return | -0.25% | 3.44%-3.7pp | 61.98%-62.2pp | 10.78%-11.0pp |
| Employer contribution / active EE | $410 | $1,620-74.7% | $5,564-92.6% | $1,899-78.4% |
| Participant deferral / active EE | $1,510 | $1,985-23.9% | $4,895-69.1% | $3,046-50.4% |
| Admin fee / account holder | $11 | $86-87.0% | $11,611-99.9% | $91-87.7% |