Filed October 31, 2013
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 | $2,240 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $15,630 | $47,977-67.4% | $154,107-89.9% | $56,287-72.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -5.72% | 3.54%-9.3pp | 735.12%-740.8pp | -9.96%+4.2pp |
| Employer contribution / active EE | $1,451 | $2,169-33.1% | $5,298-72.6% | $2,111-31.2% |
| Participant deferral / active EE | $1,949 | $2,392-18.5% | $5,081-61.6% | $3,350-41.8% |
| Admin fee / account holder | $142 | $438-67.7% | $13,411-98.9% | $521-72.8% |