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 | $13,206 |
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 | $135,166 | $58,264+132.0% | $86,612+56.1% | $71,457+89.2% |
| Participation rate | 93.5% | 65.0%+28.5pp | 71.7%+21.8pp | 67.9%+25.6pp |
| Annual return | 17.84% | 21.63%-3.8pp | 591.07%-573.2pp | 28.85%-11.0pp |
| Employer contribution / active EE | $4,782 | $2,574+85.8% | $3,022+58.2% | $2,588+84.8% |
| Participant deferral / active EE | $8,312 | $3,436+141.9% | $4,438+87.3% | $4,289+93.8% |
| Admin fee / account holder | $66 | $1,057-93.7% | $5,614-98.8% | $1,587-95.8% |