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 | $32,450 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,817 | $62,723-38.1% | $142,863-72.8% | $86,799-55.3% |
| Participation rate | 77.5% | 62.6%+14.9pp | 71.9%+5.6pp | 72.3%+5.2pp |
| Annual return | 13.19% | 17.62%-4.4pp | 5637.54%-5624.3pp | 97.91%-84.7pp |
| Employer contribution / active EE | $1,484 | $1,627-8.8% | $4,144-64.2% | $2,405-38.3% |
| Participant deferral / active EE | $2,535 | $3,039-16.6% | $3,837-33.9% | $4,131-38.6% |
| Admin fee / account holder | $6 | $140-96.0% | $6,560-99.9% | $170-96.7% |