Filed April 28, 2016
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 9-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 37 · EIN 04-2647786 | Loan Processing | $70,556 |
Service code 27 · EIN 81-0635433 | Advisory (Plan) | $57,500 |
Service code 10 · EIN 52-1743645 | Accounting | $15,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,464 | $84,784+77.5% | $98,439+52.8% | $74,419+102.2% |
| Participation rate | 95.7% | 81.5%+14.2pp | 75.2%+20.6pp | 70.7%+25.0pp |
| Annual return | 18.70% | 20.59%-1.9pp | 21.16%-2.5pp | 34.38%-15.7pp |
| Employer contribution / active EE | $6,262 | $3,364+86.1% | $3,048+105.4% | $2,637+137.4% |
| Participant deferral / active EE | $10,211 | $5,218+95.7% | $4,738+115.5% | $4,528+125.5% |
| Admin fee / account holder | $157 | $204-23.0% | $8,948-98.2% | $348-54.7% |