Filed May 15, 2013 (most recent of 2 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 15 · EIN 35-0145825 | Recordkeeping | $15,077 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,142 | $36,916-29.2% | $156,549-83.3% | $57,658-54.7% |
| Participation rate | 98.9% | 63.4%+35.5pp | 84.0%+14.9pp | 70.2%+28.7pp |
| Annual return | 8.78% | 12.38%-3.6pp | 32.23%-23.5pp | 5.13%+3.6pp |
| Employer contribution / active EE | $1,897 | $1,571+20.8% | $5,501-65.5% | $1,974-3.9% |
| Participant deferral / active EE | $3,319 | $1,926+72.3% | $4,871-31.9% | $3,061+8.4% |
| Admin fee / account holder | $87 | $82+5.6% | $13,027-99.3% | $95-7.9% |