Filed March 10, 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 27 · EIN 35-2552359 | Advisory (Plan) | $8,333 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $2,146 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,024 | $61,473+17.2% | $81,930-12.1% | $73,409-1.9% |
| Participation rate | 98.9% | 72.4%+26.5pp | 72.0%+26.9pp | 72.2%+26.7pp |
| Annual return | 28.43% | 28.26%+0.2pp | 29.49%-1.1pp | 59.29%-30.9pp |
| Employer contribution / active EE | $4,028 | $1,898+112.2% | $4,310-6.6% | $2,234+80.3% |
| Participant deferral / active EE | $6,478 | $3,080+110.3% | $7,107-8.9% | $3,805+70.2% |
| Admin fee / account holder | $35 | $125-72.2% | $5,158-99.3% | $158-77.9% |