Filed May 9, 2016 (most recent of 3 filings on file)
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 42-0127290 | Contract Administrator | $1,899 |
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 | $73,757 | $79,523-7.3% | $140,016-47.3% | $56,287+31.0% |
| Participation rate | 91.1% | 85.7%+5.4pp | 87.5%+3.6pp | 69.9%+21.2pp |
| Annual return | -3.52% | 2.39%-5.9pp | 651.12%-654.6pp | -9.96%+6.4pp |
| Employer contribution / active EE | $2,462 | $3,350-26.5% | $5,606-56.1% | $2,111+16.6% |
| Participant deferral / active EE | $4,329 | $5,129-15.6% | $6,927-37.5% | $3,350+29.2% |
| Admin fee / account holder | $97 | $614-84.2% | $10,705-99.1% | $521-81.3% |