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 | $14,845 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,381 | $37,426+23.9% | $77,482-40.1% | $79,858-41.9% |
| Participation rate | 95.9% | 41.5%+54.4pp | 54.2%+41.8pp | 69.6%+26.3pp |
| Annual return | 15.43% | 39.70%-24.3pp | 54.79%-39.4pp | 31.71%-16.3pp |
| Employer contribution / active EE | $3,656 | $637+474.2% | $986+270.6% | $2,471+47.9% |
| Participant deferral / active EE | $3,467 | $1,260+175.1% | $1,861+86.3% | $3,740-7.3% |
| Admin fee / account holder | $130 | $2,504-94.8% | $2,858-95.5% | $5,306-97.6% |