Filed October 2, 2017 (most recent of 2 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 13-2624428 | Recordkeeping Fees | $15,023 |
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 | $42,476 | $79,523-46.6% | $140,016-69.7% | $56,287-24.5% |
| Participation rate | 95.0% | 85.7%+9.3pp | 87.5%+7.5pp | 69.9%+25.1pp |
| Annual return | -5.74% | 2.39%-8.1pp | 651.12%-656.9pp | -9.96%+4.2pp |
| Employer contribution / active EE | $2,381 | $3,350-28.9% | $5,606-57.5% | $2,111+12.8% |
| Participant deferral / active EE | $4,451 | $5,129-13.2% | $6,927-35.7% | $3,350+32.9% |
| Admin fee / account holder | $124 | $614-79.8% | $10,705-98.8% | $521-76.2% |