Filed August 7, 2015 (most recent of 3 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 13 · EIN 42-0127290 | Contract Administrator | $57,095 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,393 | $86,897-10.9% | $151,611-49.0% | $64,808+19.4% |
| Participation rate | 99.3% | 87.3%+12.1pp | 87.5%+11.8pp | 71.5%+27.9pp |
| Annual return | -17.90% | -3.57%-14.3pp | 3.33%-21.2pp | 32.82%-50.7pp |
| Employer contribution / active EE | $5,523 | $4,010+37.7% | $6,166-10.4% | $2,506+120.4% |
| Participant deferral / active EE | $8,775 | $6,690+31.2% | $8,363+4.9% | $4,310+103.6% |
| Admin fee / account holder | $154 | $153+0.6% | $11,616-98.7% | $188-18.0% |