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 | $75,123 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,681 | $131,799-2.4% | $200,582-35.8% | $85,563+50.4% |
| Participation rate | 98.8% | 87.9%+10.8pp | 86.9%+11.9pp | 66.0%+32.8pp |
| Annual return | 17.04% | 21.59%-4.6pp | 42.33%-25.3pp | 31.51%-14.5pp |
| Employer contribution / active EE | $5,793 | $4,532+27.8% | $6,419-9.8% | $2,654+118.3% |
| Participant deferral / active EE | $9,437 | $7,702+22.5% | $9,331+1.1% | $4,375+115.7% |
| Admin fee / account holder | $160 | $235-31.9% | $16,305-99.0% | $834-80.8% |