Filed July 7, 2014 (most recent of 6 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 | $13,138 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,395 | $42,353+42.6% | $79,550-24.1% | $64,808-6.8% |
| Participation rate | 79.9% | 64.8%+15.1pp | 69.5%+10.4pp | 71.5%+8.4pp |
| Annual return | -17.67% | -12.24%-5.4pp | 0.16%-17.8pp | 32.82%-50.5pp |
| Employer contribution / active EE | $1,059 | $1,181-10.3% | $2,413-56.1% | $2,506-57.7% |
| Participant deferral / active EE | $2,753 | $3,170-13.2% | $3,985-30.9% | $4,310-36.1% |
| Admin fee / account holder | $24 | $160-85.2% | $6,832-99.7% | $188-87.4% |