Filed January 6, 2014 (most recent of 2 filings on file)
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 64 · EIN 71-0294708 | Recordkeeping Fees | $1,356 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $29,258 | $45,382-35.5% | $154,107-81.0% | $75,289-61.1% |
| Participation rate | 67.6% | 65.9%+1.7pp | 83.0%-15.4pp | 72.4%-4.8pp |
| Annual return | -2.25% | -0.47%-1.8pp | 735.12%-737.4pp | -0.04%-2.2pp |
| Employer contribution / active EE | $15 | $1,533-99.0% | $5,298-99.7% | $2,405-99.4% |
| Participant deferral / active EE | $1,018 | $2,384-57.3% | $5,081-80.0% | $3,739-72.8% |
| Admin fee / account holder | $155 | $89+74.0% | $13,411-98.8% | $102+52.0% |