Filed June 1, 2014 (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 | $28,578 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,363 | $62,723+82.3% | $142,863-19.9% | $86,799+31.8% |
| Participation rate | 97.4% | 62.6%+34.8pp | 71.9%+25.5pp | 72.3%+25.1pp |
| Annual return | 13.37% | 17.62%-4.3pp | 5637.54%-5624.2pp | 97.91%-84.5pp |
| Employer contribution / active EE | $3,036 | $1,627+86.7% | $4,144-26.7% | $2,405+26.2% |
| Participant deferral / active EE | $5,422 | $3,039+78.4% | $3,837+41.3% | $4,131+31.3% |
| Admin fee / account holder | $69 | $140-50.5% | $6,560-98.9% | $170-59.3% |