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 | $50,982-29.1% | $154,803-76.7% | $85,563-57.8% |
| Participation rate | 46.3% | 59.8%-13.5pp | 78.1%-31.8pp | 66.0%-19.7pp |
| Annual return | 14.60% | 30.35%-15.8pp | 58.88%-44.3pp | 31.51%-16.9pp |
| Employer contribution / active EE | $731 | $1,708-57.2% | $4,305-83.0% | $2,654-72.4% |
| Participant deferral / active EE | $1,141 | $2,474-53.9% | $5,540-79.4% | $4,375-73.9% |
| Admin fee / account holder | $65 | $846-92.3% | $14,329-99.5% | $834-92.2% |