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 | $6,889 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,637 | $88,730+24.7% | $82,313+34.4% | $77,958+41.9% |
| Participation rate | 66.8% | 84.5%-17.7pp | 76.9%-10.1pp | 71.6%-4.8pp |
| Annual return | 13.74% | 20.88%-7.1pp | 25.88%-12.1pp | 20.87%-7.1pp |
| Employer contribution / active EE | $0 | $2,758-100.0% | $2,428-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $3,346 | $4,634-27.8% | $3,706-9.7% | $3,537-5.4% |
| Admin fee / account holder | $5 | $74-93.2% | $5,608-99.9% | $97-94.8% |