Filed March 11, 2019 (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 64 · EIN 71-0294708 | Recordkeeping Fees | $34,292 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,556 | $81,908-38.3% | $90,749-44.3% | $64,808-22.0% |
| Participation rate | 84.3% | 80.5%+3.8pp | 75.7%+8.6pp | 71.5%+12.8pp |
| Annual return | -16.03% | -12.53%-3.5pp | -12.16%-3.9pp | 32.82%-48.8pp |
| Employer contribution / active EE | $1,156 | $3,065-62.3% | $2,921-60.4% | $2,506-53.9% |
| Participant deferral / active EE | $3,055 | $4,840-36.9% | $4,564-33.1% | $4,310-29.1% |
| Admin fee / account holder | $74 | $157-52.8% | $8,445-99.1% | $188-60.5% |