Filed October 2, 2017 (most recent of 3 filings on file)
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 13 · EIN 42-0127290 | Contract Administrator | $4,212 |
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 | $127,911 | $50,637+152.6% | $86,590+47.7% | $62,292+105.3% |
| Participation rate | 90.3% | 67.9%+22.5pp | 73.5%+16.8pp | 69.5%+20.8pp |
| Annual return | 17.33% | 20.80%-3.5pp | 964.84%-947.5pp | 28.90%-11.6pp |
| Employer contribution / active EE | $7,619 | $2,075+267.1% | $2,839+168.3% | $2,042+273.1% |
| Participant deferral / active EE | $6,675 | $2,611+155.6% | $3,609+85.0% | $3,169+110.6% |
| Admin fee / account holder | $37 | $413-91.0% | $4,906-99.2% | $479-92.2% |