Filed October 16, 2014
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 6-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 | $4,081 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $16,567 | $41,854-60.4% | $73,843-77.6% | $52,331-68.3% |
| Participation rate | 55.9% | 66.2%-10.4pp | 73.4%-17.6pp | 68.1%-12.2pp |
| Annual return | -1.23% | 2.11%-3.3pp | 2267.84%-2269.1pp | 4.54%-5.8pp |
| Employer contribution / active EE | $1,017 | $1,920-47.0% | $2,787-63.5% | $1,882-46.0% |
| Participant deferral / active EE | $1,928 | $2,498-22.8% | $3,583-46.2% | $3,022-36.2% |
| Admin fee / account holder | $10 | $493-98.1% | $4,880-99.8% | $592-98.4% |