Filed March 10, 2015
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 15 · EIN 14-0696635 | Recordkeeping | $38,541 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $31,715 | $46,732-32.1% | $156,549-79.7% | $55,167-42.5% |
| Participation rate | 63.6% | 65.8%-2.2pp | 84.0%-20.5pp | 69.0%-5.4pp |
| Annual return | 8.40% | 17.72%-9.3pp | 32.23%-23.8pp | 169.23%-160.8pp |
| Employer contribution / active EE | $551 | $2,105-73.8% | $5,501-90.0% | $1,963-71.9% |
| Participant deferral / active EE | $1,261 | $2,204-42.8% | $4,871-74.1% | $3,054-58.7% |
| Admin fee / account holder | $185 | $418-55.7% | $13,027-98.6% | $504-63.2% |