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 | $109,042 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $96,757 | $66,813+44.8% | $100,516-3.7% | $73,488+31.7% |
| Participation rate | 95.9% | 77.5%+18.4pp | 79.4%+16.5pp | 70.7%+25.2pp |
| Annual return | 18.15% | 25.70%-7.6pp | 30.89%-12.7pp | 28.51%-10.4pp |
| Employer contribution / active EE | $2,457 | $2,147+14.5% | $3,418-28.1% | $2,270+8.2% |
| Participant deferral / active EE | $6,373 | $5,883+8.3% | $6,270+1.6% | $3,740+70.4% |
| Admin fee / account holder | $419 | $512-18.2% | $8,081-94.8% | $513-18.4% |