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 | $49,139 |
Service code 10 · EIN 16-1320756 | Accounting | $26,324 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,852 | $47,126-43.0% | $149,673-82.1% | $74,419-63.9% |
| Participation rate | 84.9% | 63.4%+21.5pp | 78.8%+6.1pp | 70.7%+14.2pp |
| Annual return | 17.10% | 22.75%-5.7pp | 134.42%-117.3pp | 34.38%-17.3pp |
| Employer contribution / active EE | $710 | $1,905-62.7% | $4,818-85.3% | $2,637-73.1% |
| Participant deferral / active EE | $2,456 | $2,728-10.0% | $5,680-56.8% | $4,528-45.8% |
| Admin fee / account holder | $167 | $343-51.3% | $13,210-98.7% | $348-52.0% |