Filed January 13, 2014 (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 13 · EIN 42-0127290 | Contract Administrator | $45,754 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,428 | $49,693-34.7% | $70,515-54.0% | $74,419-56.4% |
| Participation rate | 54.4% | 64.7%-10.2pp | 68.3%-13.9pp | 70.7%-16.3pp |
| Annual return | 16.77% | 21.22%-4.4pp | 32.77%-16.0pp | 34.38%-17.6pp |
| Employer contribution / active EE | $2,079 | $1,773+17.3% | $2,973-30.1% | $2,637-21.2% |
| Participant deferral / active EE | $0 | $3,376-100.0% | $4,567-100.0% | $4,528-100.0% |
| Admin fee / account holder | $79 | $316-75.0% | $6,412-98.8% | $348-77.3% |