Filed August 20, 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 15 · EIN 84-0467907 | Recordkeeping | $10,474 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,021 | $80,211+23.5% | $74,183+33.5% | $63,975+54.8% |
| Participation rate | 71.1% | 84.2%-13.1pp | 76.6%-5.5pp | 71.1%0pp |
| Annual return | 19.32% | 14.13%+5.2pp | 17.74%+1.6pp | 48.65%-29.3pp |
| Employer contribution / active EE | $0 | $2,553-100.0% | $2,370-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $2,703 | $4,370-38.2% | $3,550-23.9% | $3,356-19.5% |
| Admin fee / account holder | $8 | $67-88.7% | $5,586-99.9% | $70-89.2% |