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 | $5,425 |
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 | $38,874 | $46,173-15.8% | $170,442-77.2% | $69,631-44.2% |
| Participation rate | 26.4% | 63.9%-37.5pp | 83.6%-57.2pp | 70.7%-44.3pp |
| Annual return | 16.00% | 21.62%-5.6pp | 205.93%-189.9pp | 27571.02%-27555.0pp |
| Employer contribution / active EE | $273 | $1,610-83.1% | $5,433-95.0% | $2,032-86.6% |
| Participant deferral / active EE | $967 | $2,080-53.5% | $4,939-80.4% | $3,224-70.0% |
| Admin fee / account holder | $9 | $116-91.9% | $13,880-99.9% | $110-91.5% |