Filed September 14, 2015
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 56-2263714 | Contract Administrator | $10,555 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,136 | $46,464-22.2% | $150,298-76.0% | $79,634-54.6% |
| Participation rate | 46.3% | 57.0%-10.7pp | 77.8%-31.5pp | 62.5%-16.2pp |
| Annual return | 14.60% | 27.89%-13.3pp | 62.79%-48.2pp | 36.46%-21.9pp |
| Employer contribution / active EE | $731 | $1,512-51.6% | $4,154-82.4% | $2,529-71.1% |
| Participant deferral / active EE | $1,141 | $2,157-47.1% | $5,453-79.1% | $3,835-70.3% |
| Admin fee / account holder | $65 | $891-92.7% | $14,116-99.5% | $1,002-93.5% |