Filed October 23, 2017 (most recent of 5 filings on file)
Total covered: 92 employees
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 06-1050034 | Contract Administrator | $14,216 |
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 | $72,810 | $57,921+25.7% | $84,750-14.1% | $57,658+26.3% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 7.91% | 10.24%-2.3pp | 22.78%-14.9pp | 5.13%+2.8pp |
| Employer contribution / active EE | $3,585 | $2,598+38.0% | $3,574+0.3% | $1,974+81.7% |
| Participant deferral / active EE | $6,936 | $2,742+152.9% | $3,712+86.9% | $3,061+126.6% |
| Admin fee / account holder | $23 | $130-82.4% | $5,332-99.6% | $95-75.8% |