Filed May 15, 2013 (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 15 · EIN 35-0145825 | Recordkeeping | $50,230 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $45,477 | $37,196+22.3% | $154,107-70.5% | $55,725-18.4% |
| Participation rate | 75.1% | 64.1%+11.0pp | 83.0%-8.0pp | 70.9%+4.2pp |
| Annual return | 2.48% | 1319.68%-1317.2pp | 735.12%-732.6pp | 244.93%-242.4pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $3,274 | $2,068+58.3% | $5,081-35.6% | $3,356-2.4% |
| Admin fee / account holder | $0 | $102-100.0% | $13,411-100.0% | $115-100.0% |