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 | $30,710 |
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 | $98,543 | $98,982-0.4% | $162,163-39.2% | $65,185+51.2% |
| Participation rate | 98.4% | 85.8%+12.7pp | 87.6%+10.9pp | 70.2%+28.2pp |
| Annual return | 22.38% | 24.84%-2.5pp | 115.59%-93.2pp | 29.38%-7.0pp |
| Employer contribution / active EE | $3,021 | $3,467-12.9% | $5,614-46.2% | $2,177+38.8% |
| Participant deferral / active EE | $5,557 | $5,384+3.2% | $7,298-23.9% | $3,514+58.1% |
| Admin fee / account holder | $183 | $596-69.3% | $10,843-98.3% | $847-78.4% |