Filed August 31, 2016 (most recent of 2 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 12 · EIN 13-3689044 | Direct payment from the plan; Finders... | $25,765 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $5,508 |
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 | $66,973 | $43,423+54.2% | $78,689-14.9% | $55,167+21.4% |
| Participation rate | 96.5% | 68.0%+28.5pp | 73.6%+23.0pp | 69.0%+27.5pp |
| Annual return | 10.10% | 11.53%-1.4pp | 62.18%-52.1pp | 169.23%-159.1pp |
| Employer contribution / active EE | $4,627 | $1,997+131.7% | $2,851+62.3% | $1,963+135.8% |
| Participant deferral / active EE | $6,792 | $2,509+170.7% | $3,517+93.1% | $3,054+122.4% |
| Admin fee / account holder | $177 | $416-57.5% | $4,510-96.1% | $504-64.9% |