Filed December 27, 2018
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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $119,421 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,090 | $88,890+50.8% | $102,423+30.9% | $77,643+72.7% |
| Participation rate | 98.6% | 80.9%+17.7pp | 76.5%+22.1pp | 70.6%+28.0pp |
| Annual return | 21.58% | 24.98%-3.4pp | 29.32%-7.7pp | 31.24%-9.7pp |
| Employer contribution / active EE | $2,790 | $2,698+3.4% | $3,023-7.7% | $2,726+2.3% |
| Participant deferral / active EE | $7,590 | $5,145+47.5% | $5,053+50.2% | $4,647+63.3% |
| Admin fee / account holder | $164 | $235-30.4% | $9,451-98.3% | $430-62.0% |