Filed March 4, 2016
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $39,103 |
HALL BENEFITS LAW1 year Service code 29 · EIN 46-3647719 | Legal | $10,085 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,369 | $62,723-26.1% | $142,863-67.5% | $86,799-46.6% |
| Participation rate | 74.8% | 62.6%+12.3pp | 71.9%+2.9pp | 72.3%+2.5pp |
| Annual return | 14.81% | 17.62%-2.8pp | 5637.54%-5622.7pp | 97.91%-83.1pp |
| Employer contribution / active EE | $2,157 | $1,627+32.6% | $4,144-47.9% | $2,405-10.3% |
| Participant deferral / active EE | $2,224 | $3,039-26.8% | $3,837-42.0% | $4,131-46.2% |
| Admin fee / account holder | $156 | $140+12.1% | $6,560-97.6% | $170-7.7% |