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 26 · EIN 61-1758632 | Advisory (Participants) | $7,534 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $826 |
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 | $22,254 | $47,977-53.6% | $154,107-85.6% | $56,287-60.5% |
| Participation rate | 79.6% | 66.2%+13.5pp | 83.0%-3.4pp | 69.9%+9.8pp |
| Annual return | -4.82% | 3.54%-8.4pp | 735.12%-739.9pp | -9.96%+5.1pp |
| Employer contribution / active EE | $1,065 | $2,169-50.9% | $5,298-79.9% | $2,111-49.6% |
| Participant deferral / active EE | $1,714 | $2,392-28.3% | $5,081-66.3% | $3,350-48.8% |
| Admin fee / account holder | $25 | $438-94.2% | $13,411-99.8% | $521-95.2% |