Filed February 13, 2014
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 15 · EIN 35-0145825 | Recordkeeping | $100,543 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,205 | $45,382-75.3% | $154,107-92.7% | $75,289-85.1% |
| Participation rate | 98.8% | 65.9%+32.9pp | 83.0%+15.8pp | 72.4%+26.4pp |
| Annual return | -5.11% | -0.47%-4.6pp | 735.12%-740.2pp | -0.04%-5.1pp |
| Employer contribution / active EE | $252 | $1,533-83.6% | $5,298-95.2% | $2,405-89.5% |
| Participant deferral / active EE | $1,219 | $2,384-48.9% | $5,081-76.0% | $3,739-67.4% |
| Admin fee / account holder | $9 | $89-90.5% | $13,411-99.9% | $102-91.7% |