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 | $113,622 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,866 | $73,638+43.8% | $108,410-2.3% | $79,386+33.4% |
| Participation rate | 95.1% | 77.4%+17.7pp | 80.1%+15.0pp | 70.7%+24.4pp |
| Annual return | 15.95% | 33.27%-17.3pp | 905.27%-889.3pp | 116.85%-100.9pp |
| Employer contribution / active EE | $2,595 | $2,397+8.3% | $3,558-27.1% | $2,427+6.9% |
| Participant deferral / active EE | $7,020 | $6,218+12.9% | $6,563+7.0% | $4,046+73.5% |
| Admin fee / account holder | $484 | $638-24.2% | $7,295-93.4% | $626-22.7% |