Filed July 15, 1
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 | $16,126 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $10,641 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,699 | $61,272-74.4% | $149,673-89.5% | $71,457-78.0% |
| Participation rate | 76.2% | 62.5%+13.7pp | 78.8%-2.5pp | 67.9%+8.3pp |
| Annual return | 16.03% | 35.85%-19.8pp | 134.42%-118.4pp | 28.85%-12.8pp |
| Employer contribution / active EE | $288 | $2,378-87.9% | $4,818-94.0% | $2,588-88.9% |
| Participant deferral / active EE | $2,471 | $2,917-15.3% | $5,680-56.5% | $4,289-42.4% |
| Admin fee / account holder | $194 | $1,261-84.6% | $13,210-98.5% | $1,587-87.8% |