Filed March 17, 1
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 | $49,414 |
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 | $80,013 | $43,999+81.9% | $79,464+0.7% | $55,725+43.6% |
| Participation rate | 91.7% | 66.9%+24.8pp | 73.3%+18.4pp | 70.9%+20.9pp |
| Annual return | -3.74% | 1.81%-5.6pp | 718.14%-721.9pp | 244.93%-248.7pp |
| Employer contribution / active EE | $2,125 | $1,830+16.1% | $2,800-24.1% | $2,078+2.2% |
| Participant deferral / active EE | $6,645 | $2,538+161.8% | $3,704+79.4% | $3,356+98.0% |
| Admin fee / account holder | $115 | $118-2.5% | $5,113-97.8% | $115-0.5% |