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 | $89,954 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,280 | $50,127-21.6% | $149,673-73.8% | $80,160-51.0% |
| Participation rate | 23.1% | 64.3%-41.2pp | 78.8%-55.7pp | 72.9%-49.9pp |
| Annual return | 70.37% | 29.82%+40.6pp | 134.42%-64.0pp | 40.38%+30.0pp |
| Employer contribution / active EE | $280 | $1,865-85.0% | $4,818-94.2% | $2,978-90.6% |
| Participant deferral / active EE | $899 | $3,194-71.8% | $5,680-84.2% | $5,017-82.1% |
| Admin fee / account holder | $10 | $153-93.5% | $13,210-99.9% | $145-93.1% |