Filed December 28, 2016
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 16-1503696 | Recordkeeping | $33,792 |
Service code 10 · EIN 16-1320756 | Accounting | $19,328 |
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 | $21,873 | $46,173-52.6% | $170,442-87.2% | $69,631-68.6% |
| Participation rate | 78.0% | 63.9%+14.1pp | 83.6%-5.6pp | 70.7%+7.4pp |
| Annual return | 15.59% | 21.62%-6.0pp | 205.93%-190.3pp | 27571.02%-27555.4pp |
| Employer contribution / active EE | $425 | $1,610-73.6% | $5,433-92.2% | $2,032-79.1% |
| Participant deferral / active EE | $1,309 | $2,080-37.1% | $4,939-73.5% | $3,224-59.4% |
| Admin fee / account holder | $136 | $116+17.0% | $13,880-99.0% | $110+22.9% |