Filed August 9, 2017
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 |
|---|---|---|
PLANPILOT, LLC1 year Filed as: PLAN PILOT, LLC Service code 15 · EIN 45-4168388 | Recordkeeping | $9,608 |
TIAA2+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $101 |
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 | $44,665 | $68,408-34.7% | $57,179-21.9% | $57,658-22.5% |
| Participation rate | 99.7% | 79.1%+20.6pp | 75.3%+24.4pp | 70.2%+29.5pp |
| Annual return | 6.66% | 8.51%-1.8pp | 14.59%-7.9pp | 5.13%+1.5pp |
| Employer contribution / active EE | $1,939 | $2,869-32.4% | $2,682-27.7% | $1,974-1.7% |
| Participant deferral / active EE | $1,858 | $2,903-36.0% | $3,096-40.0% | $3,061-39.3% |
| Admin fee / account holder | $18 | $70-74.5% | $3,139-99.4% | $95-81.2% |