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 | $82,475 |
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 | $26,005 | $37,196-30.1% | $154,107-83.1% | $55,725-53.3% |
| Participation rate | 54.2% | 64.1%-9.9pp | 83.0%-28.9pp | 70.9%-16.7pp |
| Annual return | -6.70% | 1319.68%-1326.4pp | 735.12%-741.8pp | 244.93%-251.6pp |
| Employer contribution / active EE | $471 | $1,614-70.8% | $5,298-91.1% | $2,078-77.3% |
| Participant deferral / active EE | $2,275 | $2,068+10.0% | $5,081-55.2% | $3,356-32.2% |
| Admin fee / account holder | $4 | $102-95.9% | $13,411-100.0% | $115-96.3% |