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 | $46,581 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,561 | $53,345+60.4% | $121,098-29.3% | $74,419+15.0% |
| Participation rate | 94.7% | 60.0%+34.7pp | 69.5%+25.2pp | 70.7%+24.0pp |
| Annual return | 18.67% | 35.15%-16.5pp | 985.75%-967.1pp | 34.38%-15.7pp |
| Employer contribution / active EE | $3,560 | $1,898+87.5% | $4,164-14.5% | $2,637+35.0% |
| Participant deferral / active EE | $5,331 | $3,221+65.5% | $4,080+30.7% | $4,528+17.7% |
| Admin fee / account holder | $79 | $382-79.3% | $5,644-98.6% | $348-77.2% |