Filed August 21, 2017
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 42-0127290 | Contract Administrator | $65,355 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,070 | $50,820+39.8% | $155,567-54.3% | $77,671-8.5% |
| Participation rate | 97.8% | 63.1%+34.7pp | 78.2%+19.7pp | 70.6%+27.3pp |
| Annual return | 28.20% | 34.85%-6.7pp | 64.74%-36.5pp | 31.21%-3.0pp |
| Employer contribution / active EE | $2,047 | $1,993+2.7% | $4,674-56.2% | $2,726-24.9% |
| Participant deferral / active EE | $4,822 | $2,823+70.8% | $5,628-14.3% | $4,648+3.7% |
| Admin fee / account holder | $109 | $436-75.0% | $15,916-99.3% | $430-74.7% |