Filed August 7, 2013 (most recent of 3 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 27 · EIN 16-1334685 | Advisory (Plan) | $70,758 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $40,204 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,492 | $121,341+40.5% | $189,513-10.0% | $79,386+114.8% |
| Participation rate | 99.1% | 86.1%+13.0pp | 87.8%+11.3pp | 70.7%+28.4pp |
| Annual return | 15.50% | 21.08%-5.6pp | 555.15%-539.7pp | 116.85%-101.4pp |
| Employer contribution / active EE | $5,599 | $3,915+43.0% | $6,162-9.1% | $2,427+130.7% |
| Participant deferral / active EE | $6,739 | $6,395+5.4% | $8,221-18.0% | $4,046+66.6% |
| Admin fee / account holder | $841 | $651+29.1% | $12,045-93.0% | $626+34.2% |