Filed March 14, 2018
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 | $11,918 |
TIAA1+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $286 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $54,903 | $46,360+18.4% | $147,614-62.8% | $52,331+4.9% |
| Participation rate | 36.4% | 64.9%-28.6pp | 84.6%-48.3pp | 68.1%-31.7pp |
| Annual return | 1.34% | 1.62%-0.3pp | 61.98%-60.6pp | 4.54%-3.2pp |
| Employer contribution / active EE | $842 | $2,126-60.4% | $5,564-84.9% | $1,882-55.3% |
| Participant deferral / active EE | $1,099 | $2,258-51.3% | $4,895-77.5% | $3,022-63.6% |
| Admin fee / account holder | $9 | $766-98.8% | $11,611-99.9% | $592-98.5% |