Filed August 28, 1
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 | $39,162 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,440 | $110,299-59.7% | $102,423-56.6% | $199,593-77.7% |
| Participation rate | 72.1% | 86.3%-14.2pp | 76.5%-4.4pp | 72.0%+0.1pp |
| Annual return | 8.19% | 35.73%-27.5pp | 29.32%-21.1pp | 34.25%-26.1pp |
| Employer contribution / active EE | $4,029 | $3,603+11.8% | $3,023+33.3% | $3,034+32.8% |
| Participant deferral / active EE | $0 | $6,376-100.0% | $5,053-100.0% | $5,087-100.0% |
| Admin fee / account holder | $20 | $122-83.5% | $9,451-99.8% | $269-92.5% |