Filed October 21, 2015 (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 19 · EIN 51-0396365 | Securities Custodian | $1,182,050 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,810 | $68,330-68.1% | $149,673-85.4% | $96,393-77.4% |
| Participation rate | 92.8% | 74.6%+18.2pp | 78.8%+14.0pp | 71.3%+21.5pp |
| Annual return | 17.31% | 29.64%-12.3pp | 134.42%-117.1pp | 22.88%-5.6pp |
| Employer contribution / active EE | $3,296 | $2,139+54.1% | $4,818-31.6% | $3,238+1.8% |
| Participant deferral / active EE | $0 | $4,422-100.0% | $5,680-100.0% | $5,455-100.0% |
| Admin fee / account holder | $50 | $52-3.2% | $13,210-99.6% | $74-31.9% |