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 | $5,455 |
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 | $128,178 | $51,197+150.4% | $82,719+55.0% | $66,914+91.6% |
| Participation rate | 93.2% | 67.8%+25.4pp | 72.6%+20.6pp | 69.8%+23.4pp |
| Annual return | -16.10% | -9.64%-6.5pp | 701.18%-717.3pp | 1.58%-17.7pp |
| Employer contribution / active EE | $4,319 | $2,611+65.4% | $3,009+43.5% | $2,544+69.8% |
| Participant deferral / active EE | $7,683 | $3,458+122.2% | $4,395+74.8% | $4,237+81.3% |
| Admin fee / account holder | $31 | $416-92.6% | $5,329-99.4% | $593-94.9% |