Filed August 13, 2015 (most recent of 2 filings on file)
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 13 · EIN 42-0127290 | Contract Administrator | $134,099 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $61,063 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,654 | $66,457-17.8% | $81,438-32.9% | $77,671-29.6% |
| Participation rate | 99.2% | 68.7%+30.4pp | 69.5%+29.6pp | 70.6%+28.6pp |
| Annual return | 38.59% | 15.93%+22.7pp | 24.74%+13.8pp | 31.21%+7.4pp |
| Employer contribution / active EE | $2,822 | $2,159+30.7% | $2,460+14.7% | $2,726+3.5% |
| Participant deferral / active EE | $6,399 | $3,679+73.9% | $3,883+64.8% | $4,648+37.7% |
| Admin fee / account holder | $192 | $583-67.0% | $5,764-96.7% | $430-55.4% |