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 | $38,334 |
Service code 10 · EIN 16-1320756 | Accounting | $21,897 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $25,470 | $52,293-51.3% | $178,490-85.7% | $73,409-65.3% |
| Participation rate | 81.0% | 65.3%+15.7pp | 81.9%-0.9pp | 72.2%+8.9pp |
| Annual return | 13.67% | 34.75%-21.1pp | 151.07%-137.4pp | 59.29%-45.6pp |
| Employer contribution / active EE | $286 | $1,735-83.5% | $5,011-94.3% | $2,234-87.2% |
| Participant deferral / active EE | $1,811 | $2,332-22.4% | $5,202-65.2% | $3,805-52.4% |
| Admin fee / account holder | $158 | $127+24.2% | $13,984-98.9% | $158+0.1% |