Filed April 28, 2015 (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 13 · EIN 42-0127290 | Contract Administrator | $223,344 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,775 | $63,770+142.7% | $71,209+117.4% | $102,872+50.5% |
| Participation rate | 98.4% | 61.0%+37.4pp | 73.8%+24.6pp | 73.0%+25.4pp |
| Annual return | 18.64% | 16.01%+2.6pp | 282.51%-263.9pp | 19.06%-0.4pp |
| Employer contribution / active EE | $7,404 | $2,367+212.8% | $2,721+172.1% | $3,526+110.0% |
| Participant deferral / active EE | $7,689 | $3,587+114.4% | $4,175+84.2% | $5,535+38.9% |
| Admin fee / account holder | $95 | $220-56.6% | $5,349-98.2% | $292-67.4% |