Filed June 28, 2016 (most recent of 3 filings on file)
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 64 · EIN 04-2647786 | Recordkeeping Fees | $1,586 |
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 | $112,466 | $74,552+50.9% | $62,995+78.5% | $69,631+61.5% |
| Participation rate | 89.3% | 78.3%+11.0pp | 74.8%+14.5pp | 70.7%+18.6pp |
| Annual return | 13.55% | 15.77%-2.2pp | 87.57%-74.0pp | 27571.02%-27557.5pp |
| Employer contribution / active EE | $3,458 | $2,929+18.1% | $2,759+25.3% | $2,032+70.2% |
| Participant deferral / active EE | $2,329 | $2,974-21.7% | $3,329-30.1% | $3,224-27.8% |
| Admin fee / account holder | $37 | $59-38.2% | $3,600-99.0% | $110-66.7% |