Filed May 3, 2017
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $14,493 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $42,625 | $55,636-23.4% | $81,983-48.0% | $73,488-42.0% |
| Participation rate | 77.8% | 62.3%+15.5pp | 69.2%+8.5pp | 70.7%+7.1pp |
| Annual return | 23.34% | 19.07%+4.3pp | 41.31%-18.0pp | 28.51%-5.2pp |
| Employer contribution / active EE | $2,182 | $1,625+34.3% | $2,498-12.6% | $2,270-3.9% |
| Participant deferral / active EE | $4,758 | $2,762+72.3% | $3,722+27.8% | $3,740+27.2% |
| Admin fee / account holder | $140 | $493-71.7% | $5,664-97.5% | $513-72.8% |