Filed November 8, 2014 (most recent of 4 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 | $37,632 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $27,586 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,367 | $106,236-60.1% | $112,228-62.2% | $64,808-34.6% |
| Participation rate | 99.1% | 71.7%+27.4pp | 75.1%+24.0pp | 71.5%+27.6pp |
| Annual return | -9.04% | -6.02%-3.0pp | 27.45%-36.5pp | 32.82%-41.9pp |
| Employer contribution / active EE | $19 | $3,166-99.4% | $3,635-99.5% | $2,506-99.2% |
| Participant deferral / active EE | $4,327 | $3,785+14.3% | $4,728-8.5% | $4,310+0.4% |
| Admin fee / account holder | $164 | $452-63.6% | $6,410-97.4% | $188-12.5% |