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 | $31,732 |
Service code 10 · EIN 16-1320756 | Accounting | $20,860 |
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 | $22,968 | $62,928-63.5% | $172,739-86.7% | $67,579-66.0% |
| Participation rate | 80.8% | 64.5%+16.3pp | 82.6%-1.9pp | 71.3%+9.5pp |
| Annual return | 28.27% | 30.36%-2.1pp | 802.84%-774.6pp | 378.56%-350.3pp |
| Employer contribution / active EE | $367 | $1,636-77.6% | $5,143-92.9% | $2,148-82.9% |
| Participant deferral / active EE | $1,413 | $2,145-34.1% | $5,198-72.8% | $3,539-60.1% |
| Admin fee / account holder | $141 | $167-15.3% | $13,954-99.0% | $142-0.9% |