Filed December 19, 2013
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 41-0417830 | Contract Administrator | $2,648 |
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 | $63,116 | $47,448+33.0% | $94,993-33.6% | $62,292+1.3% |
| Participation rate | 86.7% | 66.5%+20.2pp | 73.9%+12.8pp | 69.5%+17.2pp |
| Annual return | 18.13% | 22.64%-4.5pp | 27.12%-9.0pp | 28.90%-10.8pp |
| Employer contribution / active EE | $470 | $1,300-63.9% | $2,603-82.0% | $2,042-77.0% |
| Participant deferral / active EE | $4,366 | $2,375+83.9% | $3,317+31.6% | $3,169+37.8% |
| Admin fee / account holder | $21 | $434-95.2% | $4,960-99.6% | $479-95.7% |