Filed September 3, 2013 (most recent of 4 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 13 · EIN 06-1050034 | Contract Administrator | $4,562 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $32,941 | $58,879-44.1% | $178,490-81.5% | $73,488-55.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 16.05% | 24.86%-8.8pp | 151.07%-135.0pp | 28.51%-12.5pp |
| Employer contribution / active EE | $833 | $2,236-62.7% | $5,011-83.4% | $2,270-63.3% |
| Participant deferral / active EE | $2,041 | $2,567-20.5% | $5,202-60.8% | $3,740-45.4% |
| Admin fee / account holder | $28 | $400-92.9% | $13,984-99.8% | $513-94.5% |