Filed March 17, 2016
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 01-0233346 | Recordkeeping | $1,042 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $23,974 | $55,453-56.8% | $170,442-85.9% | $62,292-61.5% |
| Participation rate | 89.8% | 66.4%+23.4pp | 83.6%+6.2pp | 69.5%+20.3pp |
| Annual return | 20.75% | 21.38%-0.6pp | 205.93%-185.2pp | 28.90%-8.2pp |
| Employer contribution / active EE | $887 | $2,164-59.0% | $5,433-83.7% | $2,042-56.6% |
| Participant deferral / active EE | $1,343 | $2,303-41.7% | $4,939-72.8% | $3,169-57.6% |
| Admin fee / account holder | $29 | $455-93.5% | $13,880-99.8% | $479-93.9% |