Filed March 17, 2017 (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 |
|---|---|---|
RSM US LLP1+ years Service code 13 · EIN 42-0714325 | Contract Administrator | $14,500 |
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 | $77,177 | $112,772-31.6% | $57,343+34.6% | $59,188+30.4% |
| Participation rate | 98.2% | 71.3%+26.9pp | 75.1%+23.1pp | 69.4%+28.8pp |
| Annual return | 1.43% | 0.85%+0.6pp | 24.39%-23.0pp | 5.51%-4.1pp |
| Employer contribution / active EE | $5,570 | $3,400+63.8% | $2,689+107.2% | $2,098+165.5% |
| Participant deferral / active EE | $1,439 | $3,010-52.2% | $3,162-54.5% | $3,265-55.9% |
| Admin fee / account holder | $5 | $144-96.7% | $3,356-99.9% | $92-94.8% |