Filed August 15, 2018
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 | $23,443 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,887 | $55,415-87.6% | $155,509-95.6% | $74,495-90.8% |
| Participation rate | 95.2% | 61.9%+33.3pp | 78.2%+17.0pp | 67.2%+28.0pp |
| Annual return | 14.90% | 268.50%-253.6pp | 64.67%-49.8pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $323 | $2,267-85.8% | $4,672-93.1% | $2,623-87.7% |
| Participant deferral / active EE | $1,401 | $2,836-50.6% | $5,626-75.1% | $4,346-67.8% |
| Admin fee / account holder | $72 | $1,738-95.8% | $15,912-99.5% | $1,942-96.3% |