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 | $118,609 |
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 | $85,672 | $58,655+46.1% | $91,989-6.9% | $65,185+31.4% |
| Participation rate | 93.8% | 75.3%+18.5pp | 78.6%+15.2pp | 70.2%+23.6pp |
| Annual return | 22.39% | 33.92%-11.5pp | 69.02%-46.6pp | 29.38%-7.0pp |
| Employer contribution / active EE | $2,653 | $2,080+27.5% | $3,452-23.2% | $2,177+21.9% |
| Participant deferral / active EE | $6,888 | $5,474+25.8% | $5,923+16.3% | $3,514+96.0% |
| Admin fee / account holder | $503 | $434+15.7% | $7,743-93.5% | $847-40.7% |