Filed November 17, 2015
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 01-0233346 | Recordkeeping | $2,237 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $206 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,197 | $47,977-41.2% | $154,107-81.7% | $56,287-49.9% |
| Participation rate | 66.4% | 66.2%+0.2pp | 83.0%-16.6pp | 69.9%-3.5pp |
| Annual return | -8.29% | 3.54%-11.8pp | 735.12%-743.4pp | -9.96%+1.7pp |
| Employer contribution / active EE | $1,159 | $2,169-46.6% | $5,298-78.1% | $2,111-45.1% |
| Participant deferral / active EE | $3,099 | $2,392+29.5% | $5,081-39.0% | $3,350-7.5% |
| Admin fee / account holder | $265 | $438-39.5% | $13,411-98.0% | $521-49.1% |