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 | $66,060 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,683 | $129,021-10.3% | $184,203-37.2% | $77,643+49.0% |
| Participation rate | 98.7% | 87.3%+11.4pp | 86.8%+11.9pp | 70.6%+28.2pp |
| Annual return | 17.25% | 33.27%-16.0pp | 28.81%-11.6pp | 31.24%-14.0pp |
| Employer contribution / active EE | $6,803 | $4,413+54.2% | $6,427+5.8% | $2,726+149.6% |
| Participant deferral / active EE | $9,599 | $7,297+31.5% | $9,131+5.1% | $4,647+106.6% |
| Admin fee / account holder | $173 | $254-31.7% | $13,901-98.8% | $430-59.7% |