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) | $23,644 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $9,335 |
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 | $20,542 | $56,485-63.6% | $185,823-88.9% | $86,799-76.3% |
| Participation rate | 95.5% | 65.5%+30.0pp | 81.7%+13.8pp | 72.3%+23.2pp |
| Annual return | 15.17% | 118.04%-102.9pp | 122.05%-106.9pp | 97.91%-82.7pp |
| Employer contribution / active EE | $1,248 | $1,843-32.3% | $5,167-75.9% | $2,405-48.1% |
| Participant deferral / active EE | $1,543 | $2,553-39.6% | $5,568-72.3% | $4,131-62.6% |
| Admin fee / account holder | $40 | $150-73.4% | $16,237-99.8% | $170-76.5% |