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 | $142,046 |
Service code 16 · EIN 04-2675571 | Consulting | $5,151 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,861 | $46,292-59.3% | $143,757-86.9% | $64,808-70.9% |
| Participation rate | 97.9% | 64.2%+33.7pp | 80.3%+17.6pp | 71.5%+26.4pp |
| Annual return | -14.92% | -10.05%-4.9pp | -0.04%-14.9pp | 32.82%-47.7pp |
| Employer contribution / active EE | $375 | $1,910-80.4% | $4,951-92.4% | $2,506-85.1% |
| Participant deferral / active EE | $1,926 | $2,646-27.2% | $5,637-65.8% | $4,310-55.3% |
| Admin fee / account holder | $0 | $154-100.0% | $14,673-100.0% | $188-100.0% |