Filed October 19, 2015
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 48-1205033 | Recordkeeping | $18,795 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,773 | $52,884-66.4% | $84,750-79.0% | $55,167-67.8% |
| Participation rate | 63.2% | 67.5%-4.4pp | 76.6%-13.4pp | 69.0%-5.8pp |
| Annual return | 66.41% | 18.03%+48.4pp | 22.78%+43.6pp | 169.23%-102.8pp |
| Employer contribution / active EE | $0 | $2,233-100.0% | $3,574-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,580 | $2,644-2.4% | $3,712-30.5% | $3,054-15.5% |
| Admin fee / account holder | $129 | $581-77.7% | $5,332-97.6% | $504-74.3% |