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 | $58,599 |
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 | $41,796 | $62,928-33.6% | $172,739-75.8% | $67,579-38.2% |
| Participation rate | 28.9% | 64.5%-35.6pp | 82.6%-53.8pp | 71.3%-42.4pp |
| Annual return | 21.63% | 30.36%-8.7pp | 802.84%-781.2pp | 378.56%-356.9pp |
| Employer contribution / active EE | $284 | $1,636-82.7% | $5,143-94.5% | $2,148-86.8% |
| Participant deferral / active EE | $1,047 | $2,145-51.2% | $5,198-79.9% | $3,539-70.4% |
| Admin fee / account holder | $13 | $167-92.3% | $13,954-99.9% | $142-91.0% |