Filed December 2, 2016 (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 60 · EIN 04-2647786 | Sub-TA Fees | $3,659 |
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 | $90,004 | $69,305+29.9% | $82,313+9.3% | $69,631+29.3% |
| Participation rate | 96.9% | 80.3%+16.7pp | 76.9%+20.0pp | 70.7%+26.2pp |
| Annual return | 17.64% | 21.47%-3.8pp | 25.88%-8.2pp | 27571.02%-27553.4pp |
| Employer contribution / active EE | $1,796 | $1,887-4.8% | $2,428-26.0% | $2,032-11.6% |
| Participant deferral / active EE | $6,191 | $3,568+73.5% | $3,706+67.0% | $3,224+92.0% |
| Admin fee / account holder | $16 | $97-84.0% | $5,608-99.7% | $110-86.0% |