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 | $42,503 |
Service code 10 · EIN 16-1320756 | Accounting | $26,395 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,129 | $56,485-46.7% | $185,823-83.8% | $86,799-65.3% |
| Participation rate | 84.8% | 65.5%+19.3pp | 81.7%+3.1pp | 72.3%+12.5pp |
| Annual return | 12.44% | 118.04%-105.6pp | 122.05%-109.6pp | 97.91%-85.5pp |
| Employer contribution / active EE | $642 | $1,843-65.1% | $5,167-87.6% | $2,405-73.3% |
| Participant deferral / active EE | $2,130 | $2,553-16.6% | $5,568-61.7% | $4,131-48.4% |
| Admin fee / account holder | $185 | $150+23.6% | $16,237-98.9% | $170+9.0% |