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) | $13,538 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $4,986 |
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 | $20,862 | $52,293-60.1% | $178,490-88.3% | $73,409-71.6% |
| Participation rate | 94.0% | 65.3%+28.7pp | 81.9%+12.1pp | 72.2%+21.8pp |
| Annual return | 15.00% | 34.75%-19.7pp | 151.07%-136.1pp | 59.29%-44.3pp |
| Employer contribution / active EE | $2,365 | $1,735+36.3% | $5,011-52.8% | $2,234+5.9% |
| Participant deferral / active EE | $1,612 | $2,332-30.9% | $5,202-69.0% | $3,805-57.6% |
| Admin fee / account holder | $30 | $127-76.5% | $13,984-99.8% | $158-81.0% |