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 | $32,498 |
Service code 10 · EIN 16-1320756 | Accounting | $20,101 |
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 | $20,932 | $37,196-43.7% | $154,107-86.4% | $55,725-62.4% |
| Participation rate | 79.3% | 64.1%+15.2pp | 83.0%-3.7pp | 70.9%+8.5pp |
| Annual return | -4.62% | 1319.68%-1324.3pp | 735.12%-739.7pp | 244.93%-249.6pp |
| Employer contribution / active EE | $470 | $1,614-70.9% | $5,298-91.1% | $2,078-77.4% |
| Participant deferral / active EE | $1,479 | $2,068-28.5% | $5,081-70.9% | $3,356-55.9% |
| Admin fee / account holder | $156 | $102+53.9% | $13,411-98.8% | $115+35.7% |