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 | $14,389 |
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 | $77,663 | $56,443+37.6% | $83,848-7.4% | $55,725+39.4% |
| Participation rate | 100.0% | 72.0%+28.0pp | 76.1%+23.9pp | 70.9%+29.1pp |
| Annual return | -4.56% | 393.67%-398.2pp | 850.88%-855.4pp | 244.93%-249.5pp |
| Employer contribution / active EE | $3,733 | $2,682+39.2% | $3,631+2.8% | $2,078+79.6% |
| Participant deferral / active EE | $7,136 | $2,965+140.7% | $4,082+74.8% | $3,356+112.7% |
| Admin fee / account holder | $21 | $156-86.9% | $5,478-99.6% | $115-82.2% |