Filed August 7, 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 23-3038464 | Contract Administrator | $124,253 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $69,293 | $61,214+13.2% | $83,333-16.8% | $56,287+23.1% |
| Participation rate | 97.3% | 72.6%+24.7pp | 77.8%+19.6pp | 69.9%+27.5pp |
| Annual return | -6.91% | 0.42%-7.3pp | 10.63%-17.5pp | -9.96%+3.0pp |
| Employer contribution / active EE | $2,442 | $1,925+26.8% | $3,379-27.7% | $2,111+15.7% |
| Participant deferral / active EE | $6,189 | $5,091+21.6% | $5,565+11.2% | $3,350+84.8% |
| Admin fee / account holder | $552 | $512+8.0% | $7,510-92.6% | $521+6.0% |