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 | $12,592 |
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 | $55,254 | $46,732+18.2% | $156,549-64.7% | $55,167+0.2% |
| Participation rate | 38.0% | 65.8%-27.8pp | 84.0%-46.0pp | 69.0%-31.0pp |
| Annual return | 5.90% | 17.72%-11.8pp | 32.23%-26.3pp | 169.23%-163.3pp |
| Employer contribution / active EE | $667 | $2,105-68.3% | $5,501-87.9% | $1,963-66.0% |
| Participant deferral / active EE | $1,222 | $2,204-44.6% | $4,871-74.9% | $3,054-60.0% |
| Admin fee / account holder | $2 | $418-99.5% | $13,027-100.0% | $504-99.6% |