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) | $10,184 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $5,689 |
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 | $21,522 | $62,928-65.8% | $172,739-87.5% | $67,579-68.2% |
| Participation rate | 96.8% | 64.5%+32.4pp | 82.6%+14.2pp | 71.3%+25.5pp |
| Annual return | 19.28% | 30.36%-11.1pp | 802.84%-783.6pp | 378.56%-359.3pp |
| Employer contribution / active EE | $1,253 | $1,636-23.4% | $5,143-75.6% | $2,148-41.7% |
| Participant deferral / active EE | $1,592 | $2,145-25.8% | $5,198-69.4% | $3,539-55.0% |
| Admin fee / account holder | $32 | $167-81.0% | $13,954-99.8% | $142-77.7% |