Filed December 10, 2014 (most recent of 3 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 13 · EIN 06-1050034 | Contract Administrator | $35,154 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $264,286 | $72,607+264.0% | $90,749+191.2% | $66,914+295.0% |
| Participation rate | 100.0% | 73.7%+26.3pp | 75.7%+24.3pp | 69.8%+30.2pp |
| Annual return | -14.59% | -12.28%-2.3pp | -12.16%-2.4pp | 1.58%-16.2pp |
| Employer contribution / active EE | $11,849 | $2,369+400.2% | $2,921+305.7% | $2,544+365.7% |
| Participant deferral / active EE | $12,482 | $3,977+213.8% | $4,564+173.5% | $4,237+194.6% |
| Admin fee / account holder | $180 | $707-74.6% | $8,445-97.9% | $593-69.7% |