Filed July 25, 2017
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 | $32,906 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $20,550 | $37,117-44.6% | $147,614-86.1% | $55,191-62.8% |
| Participation rate | 59.1% | 63.6%-4.5pp | 84.6%-25.5pp | 69.2%-10.1pp |
| Annual return | -1.60% | 3.44%-5.0pp | 61.98%-63.6pp | 10.78%-12.4pp |
| Employer contribution / active EE | $431 | $1,620-73.4% | $5,564-92.3% | $1,899-77.3% |
| Participant deferral / active EE | $1,888 | $1,985-4.9% | $4,895-61.4% | $3,046-38.0% |
| Admin fee / account holder | $5 | $86-94.3% | $11,611-100.0% | $91-94.6% |