Filed January 13, 2015 (most recent of 2 filings on file)
Total covered: 71 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 | $114,395 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,942 | $56,485+13.2% | $185,823-65.6% | $86,799-26.3% |
| Participation rate | 80.0% | 65.5%+14.5pp | 81.7%-1.7pp | 72.3%+7.7pp |
| Annual return | 16.35% | 118.04%-101.7pp | 122.05%-105.7pp | 97.91%-81.6pp |
| Employer contribution / active EE | $9,590 | $1,843+420.4% | $5,167+85.6% | $2,405+298.7% |
| Participant deferral / active EE | $0 | $2,553-100.0% | $5,568-100.0% | $4,131-100.0% |
| Admin fee / account holder | $188 | $150+26.0% | $16,237-98.8% | $170+11.1% |