Filed September 30, 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 9-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 | $31,539 |
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 | $24,688 | $47,648-48.2% | $130,648-81.1% | $67,579-63.5% |
| Participation rate | 70.9% | 60.4%+10.4pp | 71.7%-0.9pp | 71.3%-0.4pp |
| Annual return | 23.08% | 25.73%-2.7pp | 1708.96%-1685.9pp | 378.56%-355.5pp |
| Employer contribution / active EE | $1,205 | $1,408-14.4% | $4,092-70.6% | $2,148-43.9% |
| Participant deferral / active EE | $2,019 | $2,616-22.8% | $3,603-43.9% | $3,539-42.9% |
| Admin fee / account holder | $5 | $105-95.6% | $5,464-99.9% | $142-96.7% |