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 | $7,054 |
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 | $133,735 | $51,620+159.1% | $90,281+48.1% | $65,185+105.2% |
| Participation rate | 92.6% | 68.6%+24.0pp | 73.3%+19.4pp | 70.2%+22.4pp |
| Annual return | 21.83% | 24.94%-3.1pp | 78.10%-56.3pp | 29.38%-7.6pp |
| Employer contribution / active EE | $7,436 | $2,235+232.8% | $2,854+160.5% | $2,177+241.6% |
| Participant deferral / active EE | $7,306 | $2,871+154.5% | $3,885+88.0% | $3,514+107.9% |
| Admin fee / account holder | $40 | $384-89.5% | $5,351-99.2% | $847-95.3% |