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 | $4,484 |
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 | $18,728 | $43,423-56.9% | $78,689-76.2% | $55,167-66.1% |
| Participation rate | 44.8% | 68.0%-23.2pp | 73.6%-28.8pp | 69.0%-24.2pp |
| Annual return | 7.42% | 11.53%-4.1pp | 62.18%-54.8pp | 169.23%-161.8pp |
| Employer contribution / active EE | $1,271 | $1,997-36.3% | $2,851-55.4% | $1,963-35.2% |
| Participant deferral / active EE | $2,124 | $2,509-15.3% | $3,517-39.6% | $3,054-30.5% |
| Admin fee / account holder | $9 | $416-97.9% | $4,510-99.8% | $504-98.3% |