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 | $87,052 |
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 | $102,382 | $47,722+114.5% | $82,719+23.8% | $64,808+58.0% |
| Participation rate | 95.3% | 67.6%+27.7pp | 72.6%+22.8pp | 71.5%+23.8pp |
| Annual return | -13.83% | -13.05%-0.8pp | 701.18%-715.0pp | 32.82%-46.6pp |
| Employer contribution / active EE | $2,629 | $2,179+20.7% | $3,009-12.6% | $2,506+4.9% |
| Participant deferral / active EE | $8,689 | $3,329+161.0% | $4,395+97.7% | $4,310+101.6% |
| Admin fee / account holder | $161 | $143+12.6% | $5,329-97.0% | $188-14.3% |