Filed October 30, 2018
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 13 · EIN 35-1140070 | Contract Administrator | $2,560 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $28,347 | $57,976-51.1% | $62,995-55.0% | $62,292-54.5% |
| Participation rate | 69.2% | 75.9%-6.7pp | 74.8%-5.6pp | 69.5%-0.3pp |
| Annual return | 12.43% | 17.54%-5.1pp | 87.57%-75.1pp | 28.90%-16.5pp |
| Employer contribution / active EE | $1,943 | $2,415-19.5% | $2,759-29.6% | $2,042-4.8% |
| Participant deferral / active EE | $1,939 | $2,956-34.4% | $3,329-41.8% | $3,169-38.8% |
| Admin fee / account holder | $20 | $276-92.6% | $3,600-99.4% | $479-95.8% |