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 | $19,897 |
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 | $82,939 | $60,545+37.0% | $92,233-10.1% | $69,631+19.1% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.5%+23.5pp | 70.7%+29.3pp |
| Annual return | 16.46% | 19.71%-3.3pp | 176.28%-159.8pp | 27571.02%-27554.6pp |
| Employer contribution / active EE | $3,514 | $2,633+33.4% | $3,679-4.5% | $2,032+72.9% |
| Participant deferral / active EE | $6,845 | $2,828+142.1% | $3,897+75.7% | $3,224+112.3% |
| Admin fee / account holder | $30 | $145-79.5% | $5,194-99.4% | $110-73.1% |