Filed March 21, 2014
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 | $5,940 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,438 | $190,805-43.7% | $159,960-32.8% | $134,475-20.1% |
| Participation rate | 77.3% | 81.9%-4.7pp | 78.0%-0.7pp | 81.2%-3.9pp |
| Annual return | -61.62% | 552.23%-613.9pp | 408.60%-470.2pp | 417.96%-479.6pp |
| Employer contribution / active EE | $3,142 | $4,995-37.1% | $4,226-25.6% | $4,740-33.7% |
| Participant deferral / active EE | $8,979 | $6,923+29.7% | $6,182+45.2% | $6,400+40.3% |
| Admin fee / account holder | $147 | $10,471-98.6% | $8,698-98.3% | $11,426-98.7% |