Filed January 24, 2019 (most recent of 3 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 15 · EIN 35-0145825 | Recordkeeping | $53,583 |
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 | $16,507 | $37,117-55.5% | $147,614-88.8% | $55,191-70.1% |
| Participation rate | 76.0% | 63.6%+12.4pp | 84.6%-8.6pp | 69.2%+6.9pp |
| Annual return | 0.30% | 3.44%-3.1pp | 61.98%-61.7pp | 10.78%-10.5pp |
| Employer contribution / active EE | $2,791 | $1,620+72.2% | $5,564-49.8% | $1,899+47.0% |
| Participant deferral / active EE | $2,936 | $1,985+47.9% | $4,895-40.0% | $3,046-3.6% |
| Admin fee / account holder | $6 | $86-92.5% | $11,611-99.9% | $91-92.9% |