Filed March 9, 2016
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 | $14,667 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,110 | $34,308+31.5% | $74,701-39.6% | $72,985-38.2% |
| Participation rate | 91.1% | 42.4%+48.7pp | 54.5%+36.7pp | 69.5%+21.7pp |
| Annual return | 22.18% | 26.58%-4.4pp | 752.92%-730.7pp | 81.00%-58.8pp |
| Employer contribution / active EE | $7,110 | $692+928.0% | $1,084+556.1% | $2,440+191.4% |
| Participant deferral / active EE | $2,998 | $1,271+135.8% | $1,964+52.7% | $3,607-16.9% |
| Admin fee / account holder | $130 | $2,124-93.9% | $3,333-96.1% | $5,124-97.5% |