Filed October 1, 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 26 · EIN 20-1090152 | Advisory (Participants) | $11,435 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $6,425 |
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 | $21,070 | $37,196-43.4% | $154,107-86.3% | $55,725-62.2% |
| Participation rate | 97.8% | 64.1%+33.7pp | 83.0%+14.7pp | 70.9%+26.9pp |
| Annual return | -5.45% | 1319.68%-1325.1pp | 735.12%-740.6pp | 244.93%-250.4pp |
| Employer contribution / active EE | $1,343 | $1,614-16.8% | $5,298-74.7% | $2,078-35.4% |
| Participant deferral / active EE | $1,772 | $2,068-14.3% | $5,081-65.1% | $3,356-47.2% |
| Admin fee / account holder | $43 | $102-57.9% | $13,411-99.7% | $115-62.9% |