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 | $41,660 |
Service code 10 · EIN 16-1320756 | Accounting | $24,758 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,186 | $46,292-47.8% | $143,757-83.2% | $64,808-62.7% |
| Participation rate | 84.2% | 64.2%+20.0pp | 80.3%+3.9pp | 71.5%+12.7pp |
| Annual return | -17.04% | -10.05%-7.0pp | -0.04%-17.0pp | 32.82%-49.9pp |
| Employer contribution / active EE | $606 | $1,910-68.3% | $4,951-87.8% | $2,506-75.8% |
| Participant deferral / active EE | $2,242 | $2,646-15.2% | $5,637-60.2% | $4,310-48.0% |
| Admin fee / account holder | $164 | $154+6.9% | $14,673-98.9% | $188-12.4% |