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 | $4,290 |
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 | $153,322 | $74,616+105.5% | $90,404+69.6% | - |
| Participation rate | 90.9% | 67.7%+23.2pp | 72.7%+18.2pp | - |
| Annual return | 18.53% | 7.61%+10.9pp | 1293.02%-1274.5pp | - |
| Employer contribution / active EE | $1,855 | $1,474+25.8% | $3,262-43.1% | - |
| Participant deferral / active EE | $7,370 | $2,994+146.1% | $3,963+85.9% | - |
| Admin fee / account holder | $26 | $4,675-99.5% | $5,611-99.5% | - |