Filed February 26, 2014
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 60 · EIN 04-2647786 | Sub-TA Fees | -$4,575 |
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 | $131,096 | $43,423+201.9% | $78,689+66.6% | $55,167+137.6% |
| Participation rate | 98.7% | 68.0%+30.7pp | 73.6%+25.2pp | 69.0%+29.8pp |
| Annual return | 8.48% | 11.53%-3.0pp | 62.18%-53.7pp | 169.23%-160.7pp |
| Employer contribution / active EE | $8,181 | $1,997+309.7% | $2,851+187.0% | $1,963+316.8% |
| Participant deferral / active EE | $7,379 | $2,509+194.1% | $3,517+109.8% | $3,054+141.6% |
| Admin fee / account holder | $0 | $416-100.0% | $4,510-100.0% | $504-100.0% |