Filed October 28, 2013
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 60 · EIN 04-2647786 | Sub-TA Fees | -$1,345 |
Participant 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 | $33,079 | $50,127-34.0% | $149,673-77.9% | $80,160-58.7% |
| Participation rate | 82.4% | 64.3%+18.2pp | 78.8%+3.7pp | 72.9%+9.5pp |
| Annual return | 17.24% | 29.82%-12.6pp | 134.42%-117.2pp | 40.38%-23.1pp |
| Employer contribution / active EE | $2,280 | $1,865+22.3% | $4,818-52.7% | $2,978-23.4% |
| Participant deferral / active EE | $0 | $3,194-100.0% | $5,680-100.0% | $5,017-100.0% |
| Admin fee / account holder | $0 | $153-100.0% | $13,210-100.0% | $145-100.0% |