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 7-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 | $48,620 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,075 | $56,095-60.6% | $178,490-87.6% | $90,288-75.6% |
| Participation rate | 39.7% | 65.6%-25.8pp | 81.9%-42.2pp | 73.4%-33.6pp |
| Annual return | 19.38% | 28.81%-9.4pp | 151.07%-131.7pp | 53.97%-34.6pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $5,011-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $1,899 | $2,669-28.9% | $5,202-63.5% | $4,232-55.1% |
| Admin fee / account holder | $49 | $101-51.4% | $13,984-99.7% | $114-57.2% |