Filed December 16, 2013 (most recent of 2 filings on file)
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 60 · EIN 04-2647786 | Sub-TA Fees | $5,339 |
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 | $145,206 | $73,102+98.6% | $123,544+17.5% | $56,287+158.0% |
| Participation rate | 84.7% | 74.3%+10.4pp | 82.3%+2.4pp | 69.9%+14.8pp |
| Annual return | 6.16% | 3.01%+3.2pp | 119.20%-113.0pp | -9.96%+16.1pp |
| Employer contribution / active EE | $3,275 | $2,977+10.0% | $4,628-29.2% | $2,111+55.1% |
| Participant deferral / active EE | $8,888 | $5,423+63.9% | $6,426+38.3% | $3,350+165.3% |
| Admin fee / account holder | $35 | $554-93.6% | $9,284-99.6% | $521-93.2% |