Filed March 4, 2014 (most recent of 2 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 27 · EIN 27-4034238 | Advisory (Plan) | $40,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $29,021 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,105 | $88,890-12.1% | $102,423-23.7% | $77,643+0.6% |
| Participation rate | 93.3% | 80.9%+12.4pp | 76.5%+16.8pp | 70.6%+22.7pp |
| Annual return | 10.06% | 24.98%-14.9pp | 29.32%-19.3pp | 31.24%-21.2pp |
| Employer contribution / active EE | $1,481 | $2,698-45.1% | $3,023-51.0% | $2,726-45.7% |
| Participant deferral / active EE | $4,776 | $5,145-7.2% | $5,053-5.5% | $4,647+2.8% |
| Admin fee / account holder | $159 | $235-32.5% | $9,451-98.3% | $430-63.1% |