Filed August 18, 2020 (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 | $16,618 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,698 | $70,908-72.2% | $98,907-80.1% | $73,488-73.2% |
| Participation rate | 85.0% | 73.8%+11.2pp | 76.0%+9.0pp | 70.7%+14.3pp |
| Annual return | -4.96% | 34.17%-39.1pp | 196.43%-201.4pp | 28.51%-33.5pp |
| Employer contribution / active EE | $1,238 | $2,036-39.2% | $2,689-54.0% | $2,270-45.5% |
| Participant deferral / active EE | $1,630 | $3,500-53.4% | $4,244-61.6% | $3,740-56.4% |
| Admin fee / account holder | $206 | $535-61.4% | $6,642-96.9% | $513-59.8% |