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 | $6,172 |
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 | $115,208 | $44,873+156.7% | $79,464+45.0% | $56,287+104.7% |
| Participation rate | 98.4% | 68.7%+29.7pp | 73.3%+25.1pp | 69.9%+28.6pp |
| Annual return | -5.67% | 0.81%-6.5pp | 718.14%-723.8pp | -9.96%+4.3pp |
| Employer contribution / active EE | $6,867 | $2,140+220.9% | $2,800+145.2% | $2,111+225.3% |
| Participant deferral / active EE | $6,588 | $2,746+139.9% | $3,704+77.9% | $3,350+96.7% |
| Admin fee / account holder | $35 | $418-91.7% | $5,113-99.3% | $521-93.3% |