Filed November 10, 2014 (most recent of 7 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 15 · EIN 30-0219031 | Recordkeeping | $4,648 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,380 | $78,485+8.8% | $106,213-19.6% | $74,495+14.6% |
| Participation rate | 85.3% | 72.8%+12.5pp | 75.3%+10.0pp | 67.2%+18.1pp |
| Annual return | 14.52% | 15.95%-1.4pp | 116.14%-101.6pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $2,304 | $2,523-8.7% | $3,171-27.4% | $2,623-12.2% |
| Participant deferral / active EE | $2,033 | $4,322-53.0% | $5,016-59.5% | $4,346-53.2% |
| Admin fee / account holder | $33 | $2,232-98.5% | $11,033-99.7% | $1,942-98.3% |