Filed March 23, 2014
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 | $1,680 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $20,278 | $37,044-45.3% | $71,796-71.8% | $57,658-64.8% |
| Participation rate | 16.7% | 61.1%-44.4pp | 69.1%-52.4pp | 70.2%-53.5pp |
| Annual return | 7.89% | 12.64%-4.8pp | 78.04%-70.1pp | 5.13%+2.8pp |
| Employer contribution / active EE | $350 | $720-51.4% | $1,924-81.8% | $1,974-82.3% |
| Participant deferral / active EE | $531 | $1,974-73.1% | $2,794-81.0% | $3,061-82.6% |
| Admin fee / account holder | $6 | $101-94.4% | $4,815-99.9% | $95-94.1% |