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 | $45,220 |
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 | $35,141 | $55,453-36.6% | $170,442-79.4% | $62,292-43.6% |
| Participation rate | 66.5% | 66.4%+0.1pp | 83.6%-17.1pp | 69.5%-3.0pp |
| Annual return | 16.38% | 21.38%-5.0pp | 205.93%-189.6pp | 28.90%-12.5pp |
| Employer contribution / active EE | $549 | $2,164-74.6% | $5,433-89.9% | $2,042-73.1% |
| Participant deferral / active EE | $1,275 | $2,303-44.6% | $4,939-74.2% | $3,169-59.8% |
| Admin fee / account holder | $211 | $455-53.6% | $13,880-98.5% | $479-55.9% |