Filed August 27, 2013 (most recent of 4 filings on file)
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 21 · EIN 66-0561870 | Bank Trustee | $21,685 |
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 | $17,328 | $46,173-62.5% | $170,442-89.8% | $69,631-75.1% |
| Participation rate | 41.5% | 63.9%-22.4pp | 83.6%-42.1pp | 70.7%-29.1pp |
| Annual return | 16.41% | 21.62%-5.2pp | 205.93%-189.5pp | 27571.02%-27554.6pp |
| Employer contribution / active EE | $361 | $1,610-77.6% | $5,433-93.4% | $2,032-82.3% |
| Participant deferral / active EE | $855 | $2,080-58.9% | $4,939-82.7% | $3,224-73.5% |
| Admin fee / account holder | $17 | $116-85.1% | $13,880-99.9% | $110-84.4% |