Filed September 1, 2016 (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 | $171,200 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $66,332 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,443 | $53,136-40.8% | $155,509-79.8% | $199,593-84.2% |
| Participation rate | 92.9% | 64.1%+28.8pp | 78.2%+14.7pp | 72.0%+20.9pp |
| Annual return | 18.60% | 41.15%-22.5pp | 64.67%-46.1pp | 34.25%-15.7pp |
| Employer contribution / active EE | $1,223 | $1,851-33.9% | $4,672-73.8% | $3,034-59.7% |
| Participant deferral / active EE | $5,371 | $3,161+69.9% | $5,626-4.5% | $5,087+5.6% |
| Admin fee / account holder | $84 | $185-54.5% | $15,912-99.5% | $269-68.6% |