Filed July 10, 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 19 · EIN 51-0396365 | Securities Custodian | $26,646 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,552 | $56,095-84.8% | $178,490-95.2% | $90,288-90.5% |
| Participation rate | 83.2% | 65.6%+17.7pp | 81.9%+1.3pp | 73.4%+9.9pp |
| Annual return | 13.51% | 28.81%-15.3pp | 151.07%-137.6pp | 53.97%-40.5pp |
| Employer contribution / active EE | $1,181 | $1,572-24.9% | $5,011-76.4% | $2,524-53.2% |
| Participant deferral / active EE | $0 | $2,669-100.0% | $5,202-100.0% | $4,232-100.0% |
| Admin fee / account holder | $15 | $101-84.8% | $13,984-99.9% | $114-86.6% |